Position in WPC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$269,555
+$13,346 QoQ
Shares Held
3,770
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#601
of 890 holders
Holding Since
Dec 2021
11 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, 2026High Net Worth Advisory Group LLC holds $269,555 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
|
3,770 | $269,555 |
All Filings in WPC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,555 | 3,770 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $256,209 | 3,770 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $242,637 | 3,770 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $254,738 | 3,770 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $235,172 | 3,770 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $237,924 | 3,770 | Shares | Sole | 2025-04-09 | |
| 2022-12-31 | $58,378 | 747 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $52,140 | 747 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $61,896 | 747 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $60,387 | 747 | Shares | Sole | 2022-08-10 | |
| 2021-12-31 | $61,291 | 747 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||