Retirement Planning Co of New England, Inc.

Pension

Position in WPC — W. P. Carey Inc.

CIK 1817693 Warwick, RI

Position in WPC

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

Position Value

$411,911

+$13,734 QoQ

Shares Held

5,761

-1.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#511

of 890 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Retirement Planning Co of New England, Inc. holds $623,504 across 2 REIT - Diversified names. WPC ranks #1 (66.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	WPC	W. P. Carey Inc. This page	5,761	$411,911
2	AAT	American Assets Trust, Inc.	8,570	$211,593

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$411,911	5,761	-1.7%	Shares	Sole	2026-07-30
2026-03-31	$398,177	5,859	+0.9%	Shares	Sole	2026-05-08
2025-12-31	$373,867	5,809	-9.1%	Shares	Sole	2026-01-28
2025-09-30	$431,975	6,393	-0.1%	Shares	Sole	2025-11-03
2025-06-30	$399,294	6,401	+2.9%	Shares	Sole	2025-08-12
2025-03-31	$392,733	6,223	+1.9%	Shares	Sole	2025-05-15
2024-12-31	$332,600	6,105	+34.0%	Shares	Sole	2025-02-10
2024-09-30	$283,838	4,556	-21.3%	Shares	Sole	2024-11-12
2024-06-30	$318,519	5,786	-6.0%	Shares	Sole	2024-08-08
2024-03-31	$347,388	6,155	+19.0%	Shares	Sole	2024-05-06
2023-12-31	$335,132	5,171	+5.9%	Shares	Sole	2024-02-12
2023-09-30	$263,964	4,881	+4.7%	Shares	Sole	2023-11-13
2023-06-30	$314,829	4,660	+2.1%	Shares	Sole	2023-08-11
2023-03-31	$353,326	4,562	+5.4%	Shares	Sole	2023-04-21
2022-12-31	$338,389	4,330	+0.3%	Shares	Sole	2023-02-03
2022-09-30	$301,465	4,319	+0.2%	Shares	Sole	2022-10-19
2022-06-30	$357,292	4,312	+0.2%	Shares	Sole	2022-08-12
2022-03-31	$347,854	4,303	+0.3%	Shares	Sole	2022-05-06
2021-12-31	$352,158	4,292	—	Shares	Sole	2022-02-08
No filing history on record for this holder in this stock.