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Continuum Advisory, LLC

Position in WPC — W. P. Carey Inc.

CIK 1846532 EAGLE, ID

Position in WPC

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$1,358
+$159 QoQ
Shares Held
19
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#867
of 891 holders
Holding Since
Mar 2024
6 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, 2026

Continuum Advisory, LLC holds $236,701 across 3 REIT - Diversified names. WPC ranks #3 (0.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 WPC
W. P. Carey Inc.
This page
19 $1,358

All Filings in WPC

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,358 19
2025-03-31 $1,199 19
2024-12-31 $1,035 19
2024-09-30 $1,183 19
2024-06-30 $1,101 20
2024-03-31 $1,128 20