Position in WPC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,930
+$96 QoQ
Shares Held
27
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#860
of 890 holders
Holding Since
Mar 2021
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026CVA Family Office, LLC holds $5,009 across 2 REIT - Diversified names. WPC ranks #2 (38.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
116 | $3,079 | |
| 2 | WPC |
W. P. Carey Inc.
This page
|
27 | $1,930 |
All Filings in WPC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,930 | 27 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,834 | 27 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,287 | 20 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,351 | 20 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,247 | 20 | Shares | Sole | 2025-07-31 | |
| 2024-09-30 | $2,492 | 40 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,596 | 29 | Shares | Sole | 2024-07-10 | |
| 2023-03-31 | $2,710 | 35 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $2,735 | 35 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $4,187 | 60 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $4,971 | 60 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $4,850 | 60 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $4,923 | 60 | Shares | Sole | 2022-01-25 | |
| 2021-06-30 | $4,477 | 60 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,768 | 25 | Shares | Sole | 2021-04-14 | |
| No filing history on record for this holder in this stock. | ||||||