Cassaday & Co Wealth Management LLC

Position in WPC — W. P. Carey Inc.

CIK 1963612 MCLEAN, VA

Position in WPC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$124,982

+$6,188 QoQ

Shares Held

1,748

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#706

of 891 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Cassaday & Co Wealth Management LLC holds $338,291 across 4 REIT - Diversified names. WPC ranks #2 (36.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BNL	Broadstone Net Lease, Inc.	7,919	$163,685
2	WPC	W. P. Carey Inc. This page	1,748	$124,982
3	GOOD	Gladstone Commercial Corp	4,000	$49,200
4	VICI	Vici Properties Inc.	16	$424

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$124,982	1,748	0.0%	Shares	Sole	2026-08-10
2026-03-31	$118,794	1,748	—	Shares	Sole	2026-05-07
No filing history on record for this holder in this stock.