Position in WPC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$45,971
-$261,750 QoQ
Shares Held
643
-85.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#742
of 877 holders
Holding Since
Sep 2024
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Ascentis Independent Advisors holds $48,891 across 2 REIT - Diversified names. WPC ranks #1 (94.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
643 | $45,971 | |
| 2 | VICI |
Vici Properties Inc.
|
110 | $2,920 |
All Filings in WPC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,971 | 643 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $307,721 | 4,528 | Shares | Sole | 2026-04-28 | |
| 2024-09-30 | $16,571 | 266 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||