Position in WPC
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$21,400,468
+$2,091,117 QoQ
Shares Held
314,898
+5.0% QoQ
Ownership
0.138%
of shares outstanding
% of Portfolio
2.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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, 2026TruWealth Advisors, LLC holds $21,400,468 across 1 REIT - Diversified name. WPC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
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|
314,898 | $21,400,468 |
All Filings in WPC
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,400,468 | 314,898 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $19,309,351 | 300,021 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $19,818,551 | 293,304 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $15,841,837 | 253,957 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $15,669,013 | 248,281 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $13,199,250 | 242,277 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $14,925,709 | 239,578 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $11,465,869 | 208,281 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $12,248,495 | 217,018 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $14,072,389 | 217,133 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $8,963,925 | 165,753 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $10,884,588 | 161,110 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $12,237,641 | 158,007 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $12,172,408 | 155,757 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $10,656,847 | 152,677 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $12,191,601 | 147,135 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $11,415,338 | 141,209 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $12,113,863 | 147,640 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $10,349,328 | 141,694 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $10,339,494 | 138,562 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $9,420,773 | 133,137 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $8,986,386 | 127,322 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||