Ritter Daniher Financial Advisory LLC / DE
Position in WPC — W. P. Carey Inc.
CIK 1936603
CINCINNATI, OH
Position in WPC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$15,944
+$789 QoQ
Shares Held
223
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#802
of 892 holders
Holding Since
Jun 2022
17 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, 2026Ritter Daniher Financial Advisory LLC / DE holds $65,267 across 2 REIT - Diversified names. WPC ranks #2 (24.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOOD |
Gladstone Commercial Corp
|
4,010 | $49,323 | |
| 2 | WPC |
W. P. Carey Inc.
This page
|
223 | $15,944 |
All Filings in WPC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,944 | 223 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $15,155 | 223 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $14,352 | 223 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $15,068 | 223 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $18,277 | 293 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $18,491 | 293 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $15,962 | 293 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $18,253 | 293 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $29,892 | 543 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $30,646 | 543 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $35,191 | 543 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $29,365 | 543 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $36,685 | 543 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $42,055 | 543 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $42,435 | 543 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $37,901 | 543 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $188,755 | 2,278 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||