Position in WPC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$786,142
+$24,447 QoQ
Shares Held
10,995
-1.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
#398
of 892 holders
Holding Since
Mar 2020
26 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, 2026CLIENT 1ST ADVISORY GROUP, LLC holds $786,142 across 1 REIT - Diversified name. WPC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
10,995 | $786,142 |
All Filings in WPC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $786,142 | 10,995 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $761,695 | 11,208 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $721,346 | 11,208 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $757,324 | 11,208 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $699,155 | 11,208 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $737,629 | 11,688 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $671,738 | 12,330 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $792,518 | 12,721 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $755,341 | 13,721 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $775,146 | 13,734 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $893,276 | 13,783 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $758,364 | 14,023 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $808,895 | 11,973 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $929,864 | 12,006 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $938,268 | 12,006 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $826,222 | 11,837 | Shares | Sole | 2022-11-23 | |
| 2022-06-30 | $980,813 | 11,837 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $977,679 | 12,094 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $992,312 | 12,094 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $884,733 | 12,113 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $903,871 | 12,113 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $881,174 | 12,453 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $882,461 | 12,503 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $840,759 | 12,903 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $915,101 | 13,527 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $785,648 | 13,527 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||