Position in WPC
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$9,607,777
+$779,774 QoQ
Shares Held
141,374
+3.1% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
9 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 Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $10,135,025 across 2 REIT - Diversified names. WPC ranks #1 (94.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
141,374 | $9,607,777 | |
| 2 | VICI |
Vici Properties Inc.
|
19,299 | $527,248 |
All Filings in WPC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,607,777 | 141,374 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $8,828,003 | 137,166 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $9,118,436 | 134,948 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $8,233,723 | 131,993 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $7,291,413 | 115,535 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,666,469 | 48,944 | Shares | Sole | 2025-01-24 | |
| 2023-12-31 | $217,956 | 3,363 | Shares | Sole | 2024-02-06 | |
| 2023-06-30 | $250,917 | 3,714 | Shares | Sole | 2023-08-04 | |
| 2022-12-31 | $177,166 | 2,267 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||