Spire Wealth Management

Position in WPC — W. P. Carey Inc.

CIK 1858740 MCLEAN, VA

Position in WPC

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$101,959

+$5,049 QoQ

Shares Held

1,426

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#717

of 891 holders

Holding Since

Mar 2021

22 quarters on record

Real Estate · as of Jun 30, 2026

Spire Wealth Management holds $523,807 across 4 REIT - Diversified names. WPC ranks #2 (19.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VICI	Vici Properties Inc.	14,177	$376,398
2	WPC	W. P. Carey Inc. This page	1,426	$101,959
3	GNL	Global Net Lease, Inc.	2,654	$23,726
4	BNL	Broadstone Net Lease, Inc.	1,051	$21,724

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$101,959	1,426	0.0%	Shares	Sole	2026-07-15
2026-03-31	$96,910	1,426	-13.4%	Shares	Sole	2026-04-22
2025-12-31	$105,936	1,646	-28.9%	Shares	Sole	2026-01-14
2025-09-30	$156,492	2,316	-22.7%	Shares	Sole	2025-10-23
2025-06-30	$186,952	2,997	-1.8%	Shares	Sole	2025-08-04
2025-03-31	$192,611	3,052	+48.5%	Shares	Sole	2025-04-23
2024-12-31	$111,956	2,055	0.0%	Shares	Sole	2025-01-24
2024-09-30	$128,026	2,055	0.0%	Shares	Sole	2024-10-15
2024-06-30	$113,127	2,055	0.0%	Shares	Sole	2024-07-31
2024-03-31	$115,984	2,055	+0.7%	Shares	Sole	2024-04-24
2023-12-31	$132,212	2,040	0.0%	Shares	Sole	2024-02-06
2023-09-30	$110,323	2,040	-4.0%	Shares	Sole	2023-11-08
2023-06-30	$143,497	2,124	+0.0%	Shares	Sole	2023-08-09
2023-03-31	$164,426	2,123	+202.4%	Shares	Sole	2023-05-09
2022-12-31	$54,861	702	+0.1%	Shares	Sole	2023-02-03
2022-09-30	$48,929	701	-54.9%	Shares	Sole	2022-11-07
2022-06-30	$128,681	1,553	-49.3%	Shares	Sole	2022-07-22
2022-03-31	$247,451	3,061	-0.2%	Shares	Sole	2022-04-18
2021-12-31	$251,565	3,066	-11.6%	Shares	Sole	2022-01-14
2021-09-30	$253,229	3,467	-7.7%	Shares	Sole	2021-10-22
2021-06-30	$280,198	3,755	0.0%	Shares	Sole	2021-07-26
2021-03-31	$265,703	3,755	—	Shares	Sole	2021-05-21
No filing history on record for this holder in this stock.