Position in WPC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$15,730
+$779 QoQ
Shares Held
220
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#803
of 891 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Derivatives in WPC
reported options exposure · as of Dec 31, 2022CallValue
$46,733
CallShares
611
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Paladin Advisory Group, LLC holds $15,730 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
|
220 | $15,730 |
All Filings in WPC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,730 | 220 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $14,951 | 220 | Shares | Other | 2026-04-30 | |
| 2025-12-31 | $14,159 | 220 | Shares | Other | 2026-01-21 | |
| 2025-09-30 | $14,865 | 220 | Shares | Other | 2025-11-05 | |
| 2025-06-30 | $13,723 | 220 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $37,739 | 598 | Shares | Other | 2025-04-15 | |
| 2024-12-31 | $32,579 | 598 | Shares | Other | 2025-01-23 | |
| 2024-09-30 | $37,255 | 598 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $32,919 | 598 | Shares | Other | 2024-07-24 | |
| 2024-03-31 | $33,751 | 598 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $38,756 | 598 | Shares | Other | 2024-01-31 | |
| 2023-09-30 | $32,339 | 598 | Shares | Other | 2023-10-17 | |
| 2023-06-30 | $40,400 | 598 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $46,315 | 598 | Shares | Other | 2023-04-21 | |
| 2022-12-31 | $46,733 | 598 | Call | Other | 2023-01-11 | |
| 2022-09-30 | $41,740 | 598 | Call | Other | 2022-10-07 | |
| 2022-06-30 | $49,550 | 598 | Call | Other | 2022-07-06 | |
| 2022-03-31 | $48,342 | 598 | Shares | Other | 2022-04-15 | |
| 2021-12-31 | $49,065 | 598 | Call | Other | 2022-01-11 | |
| No filing history on record for this holder in this stock. | ||||||