Position in WPC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$706,849
+$61,773 QoQ
Shares Held
9,886
+4.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#416
of 890 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, 2026Prosperity Consulting Group, LLC holds $982,411 across 2 REIT - Diversified names. WPC ranks #1 (72.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
9,886 | $706,849 | |
| 2 | VICI |
Vici Properties Inc.
|
10,379 | $275,562 |
All Filings in WPC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $706,849 | 9,886 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $645,076 | 9,492 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $591,082 | 9,184 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $618,603 | 9,155 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||