Procyon Advisors, LLC

Position in WPC — W. P. Carey Inc.

CIK 1804329 SHELTON, CT

Position in WPC

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$238,023

+$12,056 QoQ

Shares Held

3,329

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#637

of 891 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Procyon Advisors, LLC holds $238,023 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	3,329	$238,023

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$238,023	3,329	+0.1%	Shares	Sole	2026-07-09
2026-03-31	$225,967	3,325	0.0%	Shares	Sole	2026-05-04
2025-12-31	$213,997	3,325	-2.5%	Shares	Sole	2026-01-07
2025-09-30	$230,413	3,410	-10.5%	Shares	Sole	2025-10-28
2025-06-30	$237,667	3,810	-2.5%	Shares	Sole	2025-07-09
2025-03-31	$246,633	3,908	0.0%	Shares	Sole	2025-04-11
2024-12-31	$212,907	3,908	-10.5%	Shares	Sole	2025-01-15
2024-09-30	$272,001	4,366	0.0%	Shares	Sole	2024-10-11
2024-06-30	$240,348	4,366	-10.8%	Shares	Sole	2024-08-02
2024-03-31	$276,160	4,893	-1.2%	Shares	Sole	2024-04-15
2023-12-31	$321,068	4,954	-27.5%	Shares	Sole	2024-01-18
2023-09-30	$369,312	6,829	+0.9%	Shares	Sole	2023-10-10
2023-06-30	$457,178	6,767	+2.2%	Shares	Sole	2023-07-17
2023-03-31	$512,641	6,619	-1.5%	Shares	Sole	2023-04-10
2022-12-31	$525,011	6,718	+53.0%	Shares	Sole	2023-01-19
2022-09-30	$306,421	4,390	-0.2%	Shares	Sole	2022-10-17
2022-06-30	$364,335	4,397	-0.6%	Shares	Sole	2022-07-11
2021-12-31	$362,989	4,424	-9.3%	Shares	Sole	2022-01-18
2021-09-30	$356,069	4,875	+13.4%	Shares	Sole	2021-10-14
2021-06-30	$320,865	4,300	+11521.6%	Shares	Sole	2021-07-22
2020-06-30	$2,503	37	+2.8%	Shares	Sole	2020-08-14
2020-03-31	$2,090	36	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.