Position in WPC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$528,528
+$32,420 QoQ
Shares Held
7,392
+1.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.93%
of 13F equity value
Holder Rank
#467
of 891 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, 2026KOM Wealth Management Group, LLC holds $528,528 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
|
7,392 | $528,528 |
All Filings in WPC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $528,528 | 7,392 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $496,108 | 7,300 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $463,649 | 7,204 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $480,490 | 7,111 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $437,533 | 7,014 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $433,439 | 6,868 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $372,588 | 6,839 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $468,496 | 7,520 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $429,004 | 7,793 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $437,184 | 7,746 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $513,424 | 7,922 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $357,144 | 6,604 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $439,612 | 6,507 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $491,420 | 6,345 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $489,609 | 6,265 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $435,063 | 6,233 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $542,649 | 6,549 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $525,298 | 6,498 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $584,278 | 7,121 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $655,241 | 8,971 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,332,787 | 17,861 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,212,755 | 17,139 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,342,572 | 19,022 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,535,951 | 23,572 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,887,841 | 27,906 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,574,606 | 27,111 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||