Position in WPC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$214
+$11 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#886
of 891 holders
Holding Since
Sep 2025
4 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, 2026Beaird Harris Wealth Management, LLC holds $214 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
|
3 | $214 |
All Filings in WPC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214 | 3 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $203 | 3 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $19,501 | 303 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $202 | 3 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||