Position in WPC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,575
New position
Shares Held
50
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#842
of 891 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026LifeSteps Financial, Inc. holds $17,858 across 2 REIT - Diversified names. WPC ranks #2 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
538 | $14,283 | |
| 2 | WPC |
W. P. Carey Inc.
This page
|
50 | $3,575 |
All Filings in WPC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,575 | 50 | Shares | Sole | 2026-07-17 | |
| No filing history on record for this holder in this stock. | ||||||