Position in WPC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$16,445
+$815 QoQ
Shares Held
230
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#797
of 890 holders
Holding Since
Sep 2022
16 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, 2026Ameliora Wealth Management Ltd. holds $16,445 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
|
230 | $16,445 |
All Filings in WPC
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,445 | 230 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $15,630 | 230 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $14,802 | 230 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $15,541 | 230 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $14,347 | 230 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $14,515 | 230 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $12,530 | 230 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $14,329 | 230 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $12,661 | 230 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $12,981 | 230 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $14,906 | 230 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $12,438 | 230 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $15,538 | 230 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $17,813 | 230 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $17,974 | 230 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $16,053 | 230 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||