Position in WPC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$316,101
-$7,660 QoQ
Shares Held
4,421
-7.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#571
of 892 holders
Holding Since
Dec 2022
15 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, 2026DAYMARK WEALTH PARTNERS, LLC holds $401,754 across 2 REIT - Diversified names. WPC ranks #1 (78.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
4,421 | $316,101 | |
| 2 | AHRT |
AH Realty Trust, Inc.
|
12,098 | $85,653 |
All Filings in WPC
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,101 | 4,421 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $323,761 | 4,764 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $306,482 | 4,762 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $321,768 | 4,762 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $262,183 | 4,203 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $287,529 | 4,556 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $227,671 | 4,179 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $261,037 | 4,190 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $230,494 | 4,187 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $235,185 | 4,167 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $351,723 | 5,427 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $366,500 | 6,777 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $457,853 | 6,777 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $602,328 | 7,777 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $607,772 | 7,777 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||