LIBERTY ONE INVESTMENT MANAGEMENT, LLC

Position in WPC — W. P. Carey Inc.

CIK 1807328 LIBERTYVILLE, IL

Position in WPC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$680,608

+$20,241 QoQ

Shares Held

9,519

-2.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#424

of 891 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

LIBERTY ONE INVESTMENT MANAGEMENT, LLC holds $680,608 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	9,519	$680,608

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$680,608	9,519	-2.0%	Shares	Sole	2026-08-13
2026-03-31	$660,367	9,717	+12.4%	Shares	Sole	2026-05-14
2025-12-31	$556,520	8,647	-29.9%	Shares	Sole	2026-02-13
2025-09-30	$833,070	12,329	+9.5%	Shares	Sole	2025-10-27
2025-06-30	$702,336	11,259	-6.4%	Shares	Sole	2025-07-30
2025-03-31	$758,897	12,025	-1.8%	Shares	Sole	2025-04-30
2024-12-31	$666,998	12,243	+9.0%	Shares	Sole	2025-01-16
2024-09-30	$699,442	11,227	-2.6%	Shares	Sole	2024-10-31
2024-06-30	$634,836	11,532	-3.2%	Shares	Sole	2024-07-22
2024-03-31	$672,595	11,917	+18.1%	Shares	Sole	2024-04-30
2023-12-31	$653,738	10,087	-4.1%	Shares	Sole	2024-01-26
2023-09-30	$568,975	10,521	+1.1%	Shares	Sole	2023-11-03
2023-06-30	$702,826	10,403	-0.8%	Shares	Sole	2023-08-04
2023-03-31	$812,218	10,487	-1.0%	Shares	Sole	2023-05-15
2022-12-31	$827,530	10,589	-4.2%	Shares	Sole	2023-02-15
2022-09-30	$771,917	11,059	—	Shares	Sole	2022-11-16
No filing history on record for this holder in this stock.