SHP Wealth Management

Position in WPC — W. P. Carey Inc.

CIK 1807060 PLYMOUTH, MA

Position in WPC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$34,749

+$2,265 QoQ

Shares Held

486

+1.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#766

of 892 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

SHP Wealth Management holds $43,153 across 5 REIT - Diversified names. WPC ranks #1 (80.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WPC	W. P. Carey Inc. This page	486	$34,749
2	VICI	Vici Properties Inc.	229	$6,079
3	GNL	Global Net Lease, Inc.	200	$1,788
4	BNL	Broadstone Net Lease, Inc.	23	$475
5	NXDT	Nexpoint Diversified Real Estate Trust	12	$62

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$34,749	486	+1.7%	Shares	Sole	2026-08-11
2026-03-31	$32,484	478	-34.4%	Shares	Sole	2026-05-08
2025-12-31	$46,918	729	—	Shares	Sole	2026-03-04
No filing history on record for this holder in this stock.