Position in WPC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$200,486
-$72,824 QoQ
Shares Held
2,804
-36.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#676
of 890 holders
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 Jun 30, 2026Berger Financial Group, Inc holds $5,837,449 across 2 REIT - Diversified names. WPC ranks #2 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
212,315 | $5,636,963 | |
| 2 | WPC |
W. P. Carey Inc.
This page
|
2,804 | $200,486 |
All Filings in WPC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,486 | 2,804 | Shares | Sole | 2026-08-04 | |
| 2024-09-30 | $273,310 | 4,387 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $240,403 | 4,367 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $312,734 | 5,541 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $425,412 | 6,564 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $407,168 | 7,529 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $517,104 | 7,654 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $635,399 | 8,204 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $909,665 | 11,640 | Shares | Sole | 2023-01-30 | |
| No filing history on record for this holder in this stock. | ||||||