Accel Wealth Management

Position in WPC — W. P. Carey Inc.

CIK 1838226 WAVERLY, IA

Position in WPC

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$702,916

+$23,520 QoQ

Shares Held

9,831

-1.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#417

of 892 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Accel Wealth Management holds $702,916 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. This page	9,831	$702,916

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$702,916	9,831	-1.7%	Shares	Sole	2026-07-10
2026-03-31	$679,396	9,997	+0.8%	Shares	Sole	2026-04-08
2025-12-31	$638,515	9,921	-3.1%	Shares	Sole	2026-01-20
2025-09-30	$692,119	10,243	+0.8%	Shares	Sole	2025-10-08
2025-06-30	$633,780	10,160	-1.8%	Shares	Sole	2025-07-22
2025-03-31	$652,809	10,344	+1.5%	Shares	Sole	2025-04-10
2024-12-31	$555,151	10,190	+1.4%	Shares	Sole	2025-01-21
2024-09-30	$626,115	10,050	+0.4%	Shares	Sole	2024-10-15
2024-06-30	$550,885	10,007	+1.6%	Shares	Sole	2024-07-12
2024-03-31	$556,046	9,852	+1.3%	Shares	Sole	2024-04-19
2023-12-31	$630,471	9,728	-0.2%	Shares	Sole	2024-01-18
2023-09-30	$527,009	9,745	+340.6%	Shares	Sole	2023-10-19
2023-03-31	$171,319	2,212	0.0%	Shares	Sole	2023-04-20
2022-12-31	$172,867	2,212	0.0%	Shares	Sole	2023-01-26
2022-09-30	$154,397	2,212	+89.5%	Shares	Sole	2022-10-12
2022-06-30	$96,697	1,167	0.0%	Shares	Sole	2022-08-03
2022-03-31	$94,340	1,167	0.0%	Shares	Sole	2022-04-29
2021-12-31	$95,752	1,167	0.0%	Shares	Sole	2022-01-18
2021-09-30	$85,237	1,167	0.0%	Shares	Sole	2021-11-04
2021-06-30	$87,081	1,167	0.0%	Shares	Sole	2021-08-03
2021-03-31	$82,576	1,167	0.0%	Shares	Sole	2021-05-10
2020-12-31	$82,366	1,167	—	Shares	Sole	2021-01-27
No filing history on record for this holder in this stock.