CSM Advisors, LLC

Position in WPC — W. P. Carey Inc.

CIK 1863523 WARRENDALE, PA

Position in WPC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$14,254,812

+$580,853 QoQ

Shares Held

199,368

-0.9% QoQ

Ownership

0.088%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#104

of 891 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 70% Shared 0% None 30%

Real Estate · as of Jun 30, 2026

CSM Advisors, LLC holds $33,512,726 across 3 REIT - Diversified names. WPC ranks #1 (42.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WPC	W. P. Carey Inc. This page	199,368	$14,254,812
2	VICI	Vici Properties Inc.	411,028	$10,912,793
3	AAT	American Assets Trust, Inc.	337,996	$8,345,121

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,254,812	199,368	-0.9%	Shares	Sole	2026-08-14
2026-03-31	$13,673,959	201,206	-27.8%	Shares	Sole	2026-05-15
2025-12-31	$17,942,216	278,779	+32.1%	Shares	Sole	2026-02-11
2025-09-30	$14,263,283	211,089	-9.2%	Shares	Sole	2025-11-14
2025-06-30	$14,504,160	232,513	—	Shares	Sole	2025-08-07
No filing history on record for this holder in this stock.