Position in WPC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$359,144
+$18,665 QoQ
Shares Held
5,023
+0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#544
of 891 holders
Holding Since
Mar 2020
25 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, 2026Summit Wealth Group, LLC holds $359,144 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
|
5,023 | $359,144 |
All Filings in WPC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $359,144 | 5,023 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $340,479 | 5,010 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $321,542 | 4,996 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $336,701 | 4,983 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $309,966 | 4,969 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $312,646 | 4,954 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $269,076 | 4,939 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $314,428 | 5,047 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $277,837 | 5,047 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $284,852 | 5,047 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $327,096 | 5,047 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $272,941 | 5,047 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $340,975 | 5,047 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $5 | 383,610 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $387,076 | 4,953 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $345,719 | 4,953 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $392,839 | 4,741 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $383,262 | 4,741 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $388,999 | 4,741 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $353,773 | 4,741 | Shares | Sole | 2021-11-02 | |
| 2021-03-31 | $377,858 | 5,340 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $376,897 | 5,340 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $347,954 | 5,340 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $361,251 | 5,340 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $310,147 | 5,340 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||