C2C Wealth Management, LLC

Position in WPC — W. P. Carey Inc.

CIK 1868903 SCOTTSDALE, AZ

Position in WPC

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$685,613

+$34,625 QoQ

Shares Held

9,589

+0.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.92%

of 13F equity value

Holder Rank

#422

of 890 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

C2C Wealth Management, LLC holds $685,613 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	9,589	$685,613

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$685,613	9,589	+0.1%	Shares	Sole	2026-07-09
2026-03-31	$650,988	9,579	+0.1%	Shares	Sole	2026-04-20
2025-12-31	$615,925	9,570	-1.5%	Shares	Sole	2026-01-21
2025-09-30	$656,780	9,720	-12.9%	Shares	Sole	2025-11-12
2025-06-30	$696,347	11,163	+0.4%	Shares	Sole	2025-07-17
2025-03-31	$701,341	11,113	-9.4%	Shares	Sole	2025-04-23
2024-12-31	$668,088	12,263	+4.3%	Shares	Sole	2025-02-12
2024-09-30	$732,834	11,763	-4.9%	Shares	Sole	2024-11-14
2024-06-30	$680,583	12,363	-0.8%	Shares	Sole	2024-08-13
2024-03-31	$703,411	12,463	-7.4%	Shares	Sole	2024-04-29
2023-12-31	$872,537	13,463	-10.6%	Shares	Sole	2024-02-13
2023-09-30	$814,607	15,063	+3.1%	Shares	Sole	2023-10-11
2023-06-30	$987,253	14,613	0.0%	Shares	Sole	2023-07-20
2023-03-31	$1,131,776	14,613	0.0%	Shares	Sole	2023-05-15
2022-12-31	$1,142,005	14,613	+4.8%	Shares	Sole	2023-02-08
2022-09-30	$972,871	13,938	+0.7%	Shares	Sole	2022-10-12
2022-06-30	$1,146,616	13,838	+16.6%	Shares	Sole	2022-07-22
2022-03-31	$959,409	11,868	+1.2%	Shares	Sole	2022-04-29
2021-12-31	$962,282	11,728	—	Shares	Sole	2022-02-23
No filing history on record for this holder in this stock.