Position in WPC
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$260,489
+$49,673 QoQ
Shares Held
3,833
+22.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 0%
Shared 96%
None 4%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $753,805 across 2 REIT - Diversified names. WPC ranks #2 (34.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
18,057 | $493,316 | |
| 2 | WPC |
W. P. Carey Inc.
This page
|
3,833 | $260,489 |
All Filings in WPC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $260,489 | 3,833 | Shares | Sole | 2026-04-15 | |
| 2025-09-30 | $210,816 | 3,120 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||