JEPPSON WEALTH MANAGEMENT, LLC

Position in WPC — W. P. Carey Inc.

CIK 1831263 MANHATTAN BEACH, CA

Position in WPC

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,514,155

+$53,695 QoQ

Shares Held

21,177

-1.5% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#303

of 890 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

JEPPSON WEALTH MANAGEMENT, LLC holds $2,251,023 across 2 REIT - Diversified names. WPC ranks #1 (67.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	WPC	W. P. Carey Inc. This page	21,177	$1,514,155
2	VICI	Vici Properties Inc.	27,754	$736,868

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,514,155	21,177	-1.5%	Shares	Sole	2026-08-04
2026-03-31	$1,460,460	21,490	-0.8%	Shares	Sole	2026-04-14
2025-12-31	$1,393,780	21,656	-0.1%	Shares	Sole	2026-01-27
2025-09-30	$1,464,309	21,671	-1.7%	Shares	Sole	2025-10-15
2025-06-30	$1,374,855	22,040	+1.5%	Shares	Sole	2025-07-15
2025-03-31	$1,370,307	21,713	-1.6%	Shares	Sole	2025-04-24
2024-12-31	$1,201,610	22,056	-0.1%	Shares	Sole	2025-01-22
2024-09-30	$1,375,895	22,085	+2.2%	Shares	Sole	2024-11-05
2024-06-30	$1,189,355	21,605	+17.8%	Shares	Sole	2024-08-05
2024-03-31	$1,034,883	18,336	-11.8%	Shares	Sole	2024-04-17
2023-12-31	$1,348,048	20,800	-1.3%	Shares	Sole	2024-01-11
2023-09-30	$1,139,303	21,067	+33.3%	Shares	Sole	2023-10-25
2023-06-30	$1,067,515	15,801	+22.1%	Shares	Sole	2023-07-31
2023-03-31	$1,002,357	12,942	+13.2%	Shares	Sole	2023-04-28
2022-12-31	$893,723	11,436	+3.9%	Shares	Sole	2023-01-27
2022-09-30	$768,218	11,006	-0.5%	Shares	Sole	2022-10-20
2022-06-30	$916,099	11,056	—	Shares	Sole	2022-08-03
No filing history on record for this holder in this stock.