Position in WPC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$507,006
+$125,955 QoQ
Shares Held
7,091
+26.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#472
of 892 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Accurate Wealth Management, LLC holds $602,574 across 2 REIT - Diversified names. WPC ranks #1 (84.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
7,091 | $507,006 | |
| 2 | GNL |
Global Net Lease, Inc.
|
10,690 | $95,568 |
All Filings in WPC
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $507,006 | 7,091 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $381,051 | 5,607 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $308,155 | 4,788 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $297,916 | 4,409 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $298,550 | 4,786 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $300,782 | 4,766 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $232,956 | 4,276 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $260,102 | 4,175 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $214,584 | 3,898 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $220,849 | 3,913 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $240,121 | 3,705 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $216,103 | 3,996 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $229,501 | 3,397 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $250,550 | 3,235 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $219,992 | 2,815 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $241,507 | 3,460 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||