ADVOCATE GROUP LLC

Position in WPC — W. P. Carey Inc.

CIK 1853401 MINNETONKA, MN

Position in WPC

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$6,868,290

+$640,096 QoQ

Shares Held

96,060

+4.8% QoQ

Ownership

0.042%

of shares outstanding

% of Portfolio

1.31%

of 13F equity value

Holder Rank

#158

of 890 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

ADVOCATE GROUP LLC holds $6,868,290 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	96,060	$6,868,290

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,868,290	96,060	+4.8%	Shares	Sole	2026-07-17
2026-03-31	$6,228,194	91,645	+4.9%	Shares	Sole	2026-04-13
2025-12-31	$5,623,969	87,383	+12.0%	Shares	Sole	2026-01-20
2025-09-30	$5,271,541	78,016	+0.4%	Shares	Sole	2025-10-20
2025-06-30	$4,845,616	77,679	+0.2%	Shares	Sole	2025-07-25
2025-03-31	$4,892,855	77,529	+2.7%	Shares	Sole	2025-04-22
2024-12-31	$4,110,842	75,456	-0.2%	Shares	Sole	2025-01-21
2024-09-30	$4,710,689	75,613	-0.5%	Shares	Sole	2024-10-09
2024-06-30	$4,184,901	76,020	-2.6%	Shares	Sole	2024-07-10
2024-03-31	$4,403,787	78,026	-9.4%	Shares	Sole	2024-04-25
2023-12-31	$5,584,094	86,161	+0.9%	Shares	Sole	2024-01-19
2023-09-30	$4,615,783	85,351	-8.2%	Shares	Sole	2023-10-17
2023-06-30	$6,279,227	92,943	+0.9%	Shares	Sole	2023-07-20
2023-03-31	$7,130,821	92,070	+1.8%	Shares	Sole	2023-04-19
2022-12-31	$7,070,777	90,477	+10.8%	Shares	Sole	2023-01-18
2022-09-30	$5,699,096	81,649	+5.4%	Shares	Sole	2022-10-19
2022-06-30	$6,420,404	77,485	—	Shares	Sole	2022-07-27
No filing history on record for this holder in this stock.