WealthPlan Investment Management, LLC

Position in WPC — W. P. Carey Inc.

CIK 1929986 OMAHA, NE

Position in WPC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$851,064

+$50,700 QoQ

Shares Held

11,903

+1.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#379

of 892 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

WealthPlan Investment Management, LLC holds $851,064 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	11,903	$851,064

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$851,064	11,903	+1.1%	Shares	Sole	2026-07-28
2026-03-31	$800,364	11,777	+36.9%	Shares	Sole	2026-04-29
2025-12-31	$553,496	8,600	-20.6%	Shares	Sole	2026-02-05
2025-09-30	$731,715	10,829	-6.3%	Shares	Sole	2025-10-27
2025-06-30	$720,988	11,558	+23.2%	Shares	Sole	2025-07-28
2025-03-31	$591,845	9,378	-5.4%	Shares	Sole	2025-05-12
2024-12-31	$539,951	9,911	+13.3%	Shares	Sole	2025-01-30
2024-09-30	$544,875	8,746	-50.6%	Shares	Sole	2024-11-05
2024-06-30	$973,999	17,693	-90.2%	Shares	Sole	2024-08-09
2024-03-31	$10,211,294	180,923	+16.8%	Shares	Sole	2024-05-16
2023-12-31	$10,039,781	154,911	-2.4%	Shares	Sole	2024-01-05
2023-09-30	$8,585,852	158,762	+96.1%	Shares	Sole	2023-11-15
2023-06-30	$5,469,250	80,954	-47.2%	Shares	Sole	2023-08-14
2023-03-31	$11,879,822	153,387	-44.4%	Shares	Sole	2023-05-08
2022-12-31	$21,558,613	275,862	+1.4%	Shares	Sole	2023-02-15
2022-09-30	$18,985,097	271,993	+27.1%	Shares	Sole	2022-12-12
2022-03-31	$17,305,989	214,077	—	Shares	Sole	2022-09-07
No filing history on record for this holder in this stock.