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Callan Family Office, LLC

Family Office

Position in WPC — W. P. Carey Inc.

CIK 1938970 RADNOR, PA

Position in WPC

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$231,946
-$5,030 QoQ
Shares Held
3,244
-7.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#640
of 891 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in WPC Over Time

Shares Held

Position Value (USD)

Position in REIT - Diversified

Real Estate · as of Jun 30, 2026

Callan Family Office, LLC holds $993,566 across 4 REIT - Diversified names. WPC ranks #2 (23.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 WPC
W. P. Carey Inc.
This page
3,244 $231,946

All Filings in WPC

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4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $231,946 3,244
2026-03-31 $236,976 3,487
2025-12-31 $240,513 3,737
2025-09-30 $213,588 3,161