Position in WPC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$174,889
+$9,543 QoQ
Shares Held
2,446
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#689
of 892 holders
Holding Since
Dec 2020
23 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, 2026SOA Wealth Advisors, LLC. holds $174,889 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
|
2,446 | $174,889 |
All Filings in WPC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $174,889 | 2,446 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $165,346 | 2,433 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $155,751 | 2,420 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $164,195 | 2,430 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $150,710 | 2,416 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $150,138 | 2,379 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $128,790 | 2,364 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $146,467 | 2,351 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $128,651 | 2,337 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $166,723 | 2,954 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $4,797,949 | 74,031 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,261,451 | 78,799 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $5,832,723 | 86,334 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $6,864,083 | 88,626 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $6,926,434 | 88,630 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $6,333,438 | 90,737 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $4,325,456 | 52,202 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $4,223,810 | 52,249 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $4,306,558 | 52,487 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $3,836,717 | 52,529 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $3,891,507 | 52,151 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $4,060,562 | 57,385 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $4,140,787 | 58,668 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||