New England Capital Financial Advisors LLC
Position in WPC — W. P. Carey Inc.
CIK 1964652
MERIDEN, CT
Position in WPC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$41,684
+$2,064 QoQ
Shares Held
583
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#758
of 890 holders
Holding Since
Dec 2022
15 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, 2026New England Capital Financial Advisors LLC holds $49,534 across 2 REIT - Diversified names. WPC ranks #1 (84.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
583 | $41,684 | |
| 2 | SAFE |
Safehold Inc.
|
500 | $7,850 |
All Filings in WPC
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,684 | 583 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $39,620 | 583 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $37,521 | 583 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $39,393 | 583 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $36,367 | 583 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $36,793 | 583 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $31,761 | 583 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $36,320 | 583 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $32,094 | 583 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $32,904 | 583 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $37,784 | 583 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $31,528 | 583 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $39,387 | 583 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $45,153 | 583 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $45,561 | 583 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||