Naviter Wealth, LLC

Position in WPC — W. P. Carey Inc.

CIK 1855567 LITTLE ROCK, AR

Position in WPC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,555,053

+$334,152 QoQ

Shares Held

21,749

+21.1% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#292

of 891 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Real Estate · as of Jun 30, 2026

Naviter Wealth, LLC holds $3,676,185 across 2 REIT - Diversified names. WPC ranks #2 (42.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	VICI	Vici Properties Inc.	79,892	$2,121,132
2	WPC	W. P. Carey Inc. This page	21,749	$1,555,053

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,555,053	21,749	+21.1%	Shares	Sole	2026-08-07
2026-03-31	$1,220,901	17,965	+10.8%	Shares	Sole	2026-04-10
2025-12-31	$1,043,597	16,215	-8.2%	Shares	Sole	2026-01-21
2025-09-30	$1,193,488	17,663	+0.7%	Shares	Sole	2025-11-06
2025-06-30	$1,093,895	17,536	+9.6%	Shares	Sole	2025-07-28
2025-03-31	$1,009,318	15,993	+1.0%	Shares	Sole	2025-04-25
2024-12-31	$862,636	15,834	-29.1%	Shares	Sole	2025-02-07
2024-09-30	$1,390,598	22,321	+16.0%	Shares	Sole	2024-10-16
2024-06-30	$1,059,272	19,242	+6.2%	Shares	Sole	2024-08-02
2024-03-31	$1,022,467	18,116	+17.4%	Shares	Sole	2024-04-18
2023-12-31	$999,694	15,425	+12.8%	Shares	Sole	2024-02-05
2023-09-30	$739,436	13,673	+34.6%	Shares	Sole	2023-11-14
2023-06-30	$686,274	10,158	+10.0%	Shares	Sole	2023-07-20
2023-03-31	$715,095	9,233	+36.4%	Shares	Sole	2023-04-12
2022-12-31	$529,075	6,770	+31.4%	Shares	Sole	2023-01-31
2022-09-30	$359,679	5,153	—	Shares	Sole	2022-10-27
No filing history on record for this holder in this stock.