Widmann Financial Services, Inc.

Position in WPC — W. P. Carey Inc.

CIK 1906640 BOWIE, MD

Position in WPC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$330,187

-$8,593 QoQ

Shares Held

4,618

-7.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#564

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

Widmann Financial Services, Inc. holds $330,187 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	4,618	$330,187

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$330,187	4,618	-7.4%	Shares	Sole	2026-08-14
2026-03-31	$338,780	4,985	0.0%	Shares	Sole	2026-05-15
2025-12-31	$320,834	4,985	+7.9%	Shares	Sole	2026-02-18
2025-09-30	$312,038	4,618	0.0%	Shares	Sole	2025-11-14
2025-06-30	$288,070	4,618	-3.4%	Shares	Sole	2025-08-14
2025-03-31	$301,855	4,783	-4.3%	Shares	Sole	2025-05-14
2024-12-31	$272,400	5,000	0.0%	Shares	Sole	2025-02-14
2024-09-30	$311,500	5,000	-13.2%	Shares	Sole	2024-11-14
2024-06-30	$317,088	5,760	-1.7%	Shares	Sole	2024-08-14
2024-03-31	$330,738	5,860	0.0%	Shares	Sole	2024-05-14
2023-12-31	$379,786	5,860	0.0%	Shares	Sole	2024-02-13
2023-09-30	$316,908	5,860	0.0%	Shares	Sole	2023-11-06
2023-06-30	$395,901	5,860	+2.5%	Shares	Sole	2023-08-04
2023-03-31	$442,859	5,718	+6.2%	Shares	Sole	2023-05-09
2022-12-31	$420,759	5,384	+0.0%	Shares	Sole	2023-02-06
2022-09-30	$375,733	5,383	+0.1%	Shares	Sole	2022-11-14
2022-06-30	$445,372	5,375	+5.9%	Shares	Sole	2022-08-01
2022-03-31	$410,263	5,075	+1.6%	Shares	Sole	2022-05-04
2021-12-31	$409,839	4,995	—	Shares	Sole	2022-01-28
No filing history on record for this holder in this stock.