Position in WPC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$371,514
+$18,394 QoQ
Shares Held
5,196
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#536
of 892 holders
Holding Since
Dec 2020
23 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 Jun 30, 2026Flagship Private Wealth, LLC holds $371,514 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
|
5,196 | $371,514 |
All Filings in WPC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $371,514 | 5,196 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $353,120 | 5,196 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $333,577 | 5,183 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $350,215 | 5,183 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $323,315 | 5,183 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $327,099 | 5,183 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $293,265 | 5,383 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $335,360 | 5,383 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $510,808 | 9,279 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $589,064 | 10,437 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $722,631 | 11,150 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $635,223 | 11,746 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $863,011 | 12,774 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,122,715 | 14,496 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,246,336 | 15,948 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,152,815 | 16,516 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,224,256 | 14,775 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,194,087 | 14,771 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,497,987 | 18,257 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,333,125 | 18,252 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $1,361,665 | 18,248 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $1,442,301 | 20,383 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $1,438,702 | 20,384 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||