Investmark Advisory Group LLC

Position in WPC — W. P. Carey Inc.

CIK 1926349 Shelton, CT

Position in WPC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,608,248

+$201,921 QoQ

Shares Held

36,479

+3.0% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

2.15%

of 13F equity value

Holder Rank

#234

of 892 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Investmark Advisory Group LLC holds $2,608,248 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	36,479	$2,608,248

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,608,248	36,479	+3.0%	Shares	Sole	2026-08-07
2026-03-31	$2,406,327	35,408	+1.3%	Shares	Sole	2026-05-15
2025-12-31	$2,249,832	34,957	-1.0%	Shares	Sole	2026-01-28
2025-09-30	$2,385,018	35,297	+2.2%	Shares	Sole	2025-10-23
2025-06-30	$2,154,979	34,546	-0.8%	Shares	Sole	2025-08-14
2025-03-31	$2,197,111	34,814	+5.6%	Shares	Sole	2025-05-15
2024-12-31	$1,795,933	32,965	-4.2%	Shares	Sole	2025-02-18
2024-09-30	$2,144,677	34,425	+3.8%	Shares	Sole	2024-11-14
2024-06-30	$1,826,063	33,171	+1.1%	Shares	Sole	2024-08-14
2024-03-31	$1,852,530	32,823	+0.2%	Shares	Sole	2024-05-17
2023-12-31	$2,122,333	32,747	-0.8%	Shares	Sole	2024-02-14
2023-09-30	$1,785,830	33,022	+1.4%	Shares	Sole	2023-11-14
2023-06-30	$2,199,550	32,557	+2.6%	Shares	Sole	2023-08-14
2023-03-31	$2,456,559	31,718	+6.8%	Shares	Sole	2023-05-16
2022-12-31	$2,320,038	29,687	+3.7%	Shares	Sole	2023-01-24
2022-09-30	$1,999,070	28,640	+4.8%	Shares	Sole	2022-11-14
2022-06-30	$2,264,480	27,329	+2.1%	Shares	Sole	2022-07-15
2022-03-31	$2,163,521	26,763	+7.2%	Shares	Sole	2022-05-03
2021-12-31	$2,048,624	24,968	—	Shares	Sole	2022-05-03
No filing history on record for this holder in this stock.