Position in WPC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$661,446
+$32,749 QoQ
Shares Held
9,251
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#428
of 891 holders
Holding Since
Dec 2022
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Laraway Financial Advisors Inc holds $661,446 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
|
9,251 | $661,446 |
All Filings in WPC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $661,446 | 9,251 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $628,697 | 9,251 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $595,394 | 9,251 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $409,203 | 6,056 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $377,773 | 6,056 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $377,965 | 5,989 | Shares | Sole | 2025-05-14 | |
| 2023-12-31 | $178,292 | 2,751 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $147,422 | 2,726 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $927,936 | 13,735 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,062,381 | 13,717 | Shares | Sole | 2023-06-09 | |
| 2022-12-31 | $1,070,733 | 13,701 | Shares | Sole | 2023-02-22 | |
| No filing history on record for this holder in this stock. | ||||||