CarsonAllaria Wealth Management, Ltd.

Position in WPC — W. P. Carey Inc.

CIK 1900946 GLEN CARBON, IL

Position in WPC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$387,887

+$17,913 QoQ

Shares Held

5,425

-0.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.86%

of 13F equity value

Holder Rank

#527

of 890 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

CarsonAllaria Wealth Management, Ltd. holds $387,887 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	5,425	$387,887

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$387,887	5,425	-0.3%	Shares	Sole	2026-07-28
2026-03-31	$369,974	5,444	+0.5%	Shares	Sole	2026-04-30
2025-12-31	$348,766	5,419	+0.5%	Shares	Sole	2026-01-22
2025-09-30	$364,202	5,390	-24.3%	Shares	Sole	2025-10-28
2025-06-30	$444,270	7,122	+0.7%	Shares	Sole	2025-07-24
2025-03-31	$446,124	7,069	-27.8%	Shares	Sole	2025-04-28
2024-12-31	$533,195	9,787	+0.9%	Shares	Sole	2025-01-27
2024-09-30	$603,998	9,695	+1.0%	Shares	Sole	2024-10-21
2024-06-30	$528,590	9,602	+1.0%	Shares	Sole	2024-07-22
2024-03-31	$536,462	9,505	+0.8%	Shares	Sole	2024-05-07
2023-12-31	$611,028	9,428	+26.6%	Shares	Sole	2024-02-08
2023-09-30	$402,896	7,450	+0.2%	Shares	Sole	2023-11-09
2023-06-30	$502,511	7,438	+0.2%	Shares	Sole	2023-08-01
2023-03-31	$575,143	7,426	+0.1%	Shares	Sole	2023-04-26
2022-12-31	$579,560	7,416	+0.1%	Shares	Sole	2023-02-06
2022-09-30	$516,868	7,405	+0.7%	Shares	Sole	2022-11-09
2022-06-30	$609,352	7,354	+0.7%	Shares	Sole	2022-08-02
2022-03-31	$590,536	7,305	+1.3%	Shares	Sole	2022-05-05
2021-12-31	$591,416	7,208	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.