Position in WPC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$9,652
-$6,318 QoQ
Shares Held
135
-42.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#822
of 891 holders
Holding Since
Jun 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, 2026Olistico Wealth, LLC holds $9,652 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
|
135 | $9,652 |
All Filings in WPC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,652 | 135 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $15,970 | 235 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $27,996 | 435 | Shares | Sole | 2026-01-13 | |
| 2025-06-30 | $45,849 | 735 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||