Position in WPC
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$7,666,907
-$493,104 QoQ
Shares Held
112,815
-11.0% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
11 quarters on record
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Mar 31, 2026Kestra Advisory Services, LLC holds $18,785,229 across 7 REIT - Diversified names. WPC ranks #1 (40.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
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|
112,815 | $7,666,907 | |
| 2 | VICI |
Vici Properties Inc.
|
210,249 | $5,744,002 | |
| 3 | GNL |
Global Net Lease, Inc.
|
444,854 | $4,163,833 | |
| 4 | BNL |
Broadstone Net Lease, Inc.
|
22,735 | $415,368 | |
| 5 | CTO |
CTO Realty Growth, Inc.
|
20,470 | $378,490 | |
| 6 | OLP |
One Liberty Properties Inc
|
11,287 | $242,219 | |
| 7 | GOOD |
Gladstone Commercial Corp
|
15,259 | $174,410 |
All Filings in WPC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,666,907 | 112,815 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $8,160,011 | 126,787 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,514,765 | 126,014 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,838,691 | 77,568 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $4,947,003 | 78,387 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,268,453 | 78,349 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $267,080 | 4,287 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,498,338 | 99,879 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,402,493 | 95,721 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $840,391 | 12,967 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $202,608 | 2,647 | Shares | Sole | 2023-01-31 | |
| No filing history on record for this holder in this stock. | ||||||