Position in WPC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$321,321
-$104,448 QoQ
Shares Held
4,494
-28.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#568
of 890 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)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026MKT Advisors LLC holds $321,321 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
|
4,494 | $321,321 |
All Filings in WPC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,321 | 4,494 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $425,769 | 6,265 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $428,959 | 6,665 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $455,692 | 6,744 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $420,690 | 6,744 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $450,857 | 7,144 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $389,205 | 7,144 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $530,858 | 8,521 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $501,395 | 9,108 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $548,427 | 9,717 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $627,555 | 9,683 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $600,666 | 11,107 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $752,483 | 11,138 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $939,468 | 12,130 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $946,865 | 12,116 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $844,579 | 12,100 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,003,682 | 12,113 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $979,215 | 12,113 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $990,671 | 12,074 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||