GoalVest Advisory LLC

Position in WPC — W. P. Carey Inc.

CIK 1839307 NEW YORK, NY

Position in WPC

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$15,873

+$786 QoQ

Shares Held

222

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#802

of 891 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

GoalVest Advisory LLC holds $910,661 across 2 REIT - Diversified names. WPC ranks #2 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	VICI	Vici Properties Inc.	33,702	$894,788
2	WPC	W. P. Carey Inc. This page	222	$15,873

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,873	222	0.0%	Shares	Sole	2026-07-09
2026-03-31	$15,087	222	0.0%	Shares	Sole	2026-04-13
2025-12-31	$14,287	222	0.0%	Shares	Sole	2026-01-05
2025-09-30	$15,000	222	0.0%	Shares	Sole	2025-10-22
2025-06-30	$13,848	222	0.0%	Shares	Sole	2025-08-01
2025-03-31	$14,010	222	0.0%	Shares	Sole	2025-04-07
2024-12-31	$12,094	222	-61.1%	Shares	Sole	2025-01-17
2024-09-30	$35,573	571	-82.8%	Shares	Sole	2024-11-06
2024-06-30	$182,821	3,321	+3.1%	Shares	Sole	2024-07-30
2024-03-31	$181,793	3,221	+409.7%	Shares	Sole	2024-04-15
2023-12-31	$40,959	632	-95.0%	Shares	Sole	2024-01-02
2023-09-30	$677,135	12,521	-3.1%	Shares	Sole	2023-10-10
2023-06-30	$873,145	12,924	-16.5%	Shares	Sole	2023-07-17
2023-03-31	$1,198,074	15,469	+8.7%	Shares	Sole	2023-04-03
2022-12-31	$1,112,074	14,230	+11.7%	Shares	Sole	2023-01-06
2022-09-30	$888,902	12,735	+46.0%	Shares	Sole	2022-10-11
2022-06-30	$722,621	8,721	—	Shares	Sole	2022-07-06
No filing history on record for this holder in this stock.