HB Wealth Management, LLC

Position in WPC — W. P. Carey Inc.

CIK 1911253 Atlanta, GA

Position in WPC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,516,586

+$71,961 QoQ

Shares Held

21,211

-0.2% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#302

of 891 holders

Holding Since

Mar 2022

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

HB Wealth Management, LLC holds $2,711,143 across 3 REIT - Diversified names. WPC ranks #1 (55.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WPC	W. P. Carey Inc. This page	21,211	$1,516,586
2	BNL	Broadstone Net Lease, Inc.	30,809	$636,822
3	VICI	Vici Properties Inc.	21,007	$557,735

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,516,586	21,211	-0.2%	Shares	Sole	2026-07-29
2026-03-31	$1,444,625	21,257	+2.1%	Shares	Sole	2026-04-27
2025-12-31	$1,339,910	20,819	-0.6%	Shares	Sole	2026-01-28
2025-09-30	$1,415,321	20,946	+89.9%	Shares	Sole	2025-10-23
2025-06-30	$687,926	11,028	-38.0%	Shares	Sole	2025-07-17
2025-03-31	$1,121,906	17,777	+16.4%	Shares	Sole	2025-05-07
2024-12-31	$831,691	15,266	+21.8%	Shares	Sole	2025-01-15
2024-09-30	$780,868	12,534	+0.9%	Shares	Sole	2024-10-15
2024-06-30	$683,665	12,419	+247.3%	Shares	Sole	2024-07-26
2024-03-31	$201,829	3,576	+6.2%	Shares	Sole	2024-04-30
2023-12-31	$218,280	3,368	+9.6%	Shares	Sole	2024-01-16
2022-06-30	$254,545	3,072	-18.3%	Shares	Sole	2022-07-15
2022-03-31	$303,796	3,758	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.