WOODWARD DIVERSIFIED CAPITAL, LLC

Position in WPC — W. P. Carey Inc.

CIK 1846177 BAKERSFIELD, CA

Position in WPC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$409,123

+$41,596 QoQ

Shares Held

5,722

+5.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#513

of 892 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

WOODWARD DIVERSIFIED CAPITAL, LLC holds $409,123 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	5,722	$409,123

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$409,123	5,722	+5.8%	Shares	Sole	2026-07-28
2026-03-31	$367,527	5,408	+3.1%	Shares	Sole	2026-04-24
2025-12-31	$337,439	5,243	+3.9%	Shares	Sole	2026-01-14
2025-09-30	$340,890	5,045	-1.0%	Shares	Sole	2025-10-21
2025-06-30	$317,763	5,094	+8.4%	Shares	Sole	2025-07-18
2024-09-30	$292,685	4,698	-4.2%	Shares	Sole	2024-11-01
2024-06-30	$269,855	4,902	-4.2%	Shares	Sole	2024-07-31
2024-03-31	$288,859	5,118	-16.3%	Shares	Sole	2024-04-30
2023-12-31	$396,442	6,117	-0.6%	Shares	Sole	2024-02-14
2023-09-30	$332,646	6,151	+16.5%	Shares	Sole	2023-11-01
2023-06-30	$356,649	5,279	-1.5%	Shares	Sole	2023-08-07
2023-03-31	$414,899	5,357	-0.4%	Shares	Sole	2023-05-03
2022-12-31	$420,446	5,380	-14.3%	Shares	Sole	2023-02-07
2022-09-30	$438,134	6,277	-4.2%	Shares	Sole	2022-11-01
2022-06-30	$542,815	6,551	+3.6%	Shares	Sole	2022-07-26
2022-03-31	$511,232	6,324	+14.9%	Shares	Sole	2022-04-14
2021-12-31	$451,521	5,503	+12.4%	Shares	Sole	2022-01-28
2021-09-30	$357,603	4,896	+9.2%	Shares	Sole	2021-11-04
2021-06-30	$334,596	4,484	+9.3%	Shares	Sole	2021-07-19
2021-03-31	$290,328	4,103	-8.4%	Shares	Sole	2021-05-17
2020-12-31	$316,198	4,480	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.