Herold Advisors, Inc.

Position in WPC — W. P. Carey Inc.

CIK 1891713 New York, NY

Position in WPC

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$372,157

+$5,921 QoQ

Shares Held

5,205

-3.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#535

of 890 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Herold Advisors, Inc. holds $372,157 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	5,205	$372,157

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$372,157	5,205	-3.4%	Shares	Sole	2026-07-22
2026-03-31	$366,236	5,389	+0.3%	Shares	Sole	2026-05-15
2025-12-31	$345,806	5,373	+0.3%	Shares	Sole	2026-02-17
2025-09-30	$361,972	5,357	-9.4%	Shares	Sole	2025-11-13
2025-06-30	$369,040	5,916	+0.3%	Shares	Sole	2025-08-14
2025-03-31	$372,222	5,898	-11.2%	Shares	Sole	2025-05-13
2024-12-31	$361,910	6,643	-3.4%	Shares	Sole	2025-02-14
2024-09-30	$428,437	6,877	+5.6%	Shares	Sole	2024-11-14
2024-06-30	$358,430	6,511	-28.4%	Shares	Sole	2024-07-24
2024-03-31	$513,321	9,095	+0.9%	Shares	Sole	2024-05-10
2023-12-31	$584,456	9,018	-68.1%	Shares	Sole	2024-02-02
2023-09-30	$1,527,057	28,237	+5.5%	Shares	Sole	2023-11-08
2023-06-30	$1,808,175	26,764	+0.3%	Shares	Sole	2023-07-17
2023-03-31	$2,066,288	26,679	-6.5%	Shares	Sole	2023-04-19
2022-12-31	$2,230,478	28,541	+0.1%	Shares	Sole	2023-02-14
2022-09-30	$1,991,113	28,526	+0.0%	Shares	Sole	2022-11-08
2022-06-30	$2,362,669	28,514	+0.0%	Shares	Sole	2022-07-15
2022-03-31	$2,304,102	28,502	+0.3%	Shares	Sole	2022-05-09
2021-12-31	$2,331,779	28,419	+0.0%	Shares	Sole	2022-01-20
2021-09-30	$2,074,847	28,407	—	Shares	Sole	2021-11-03
No filing history on record for this holder in this stock.