Position in WPC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$256,971
-$2,432 QoQ
Shares Held
3,594
-5.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#612
of 890 holders
Holding Since
Dec 2022
14 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, 2026SageView Advisory Group, LLC holds $256,971 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
|
3,594 | $256,971 |
All Filings in WPC
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,971 | 3,594 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $259,403 | 3,817 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $245,533 | 3,815 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $293,388 | 4,342 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $266,924 | 4,279 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $286,708 | 4,543 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $264,064 | 4,847 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $307,450 | 4,935 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $295,012 | 5,359 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $872,407 | 13,461 | Shares | Sole | 2024-03-06 | |
| 2023-09-30 | $513,435 | 9,494 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $656,007 | 9,710 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $482,513 | 6,230 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $421,853 | 5,398 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||