Position in WPC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$923,065
+$93,138 QoQ
Shares Held
12,910
+5.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#364
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, 2026McGlone Suttner Wealth Management, Inc. holds $923,065 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
|
12,910 | $923,065 |
All Filings in WPC
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $923,065 | 12,910 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $829,927 | 12,212 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $752,497 | 11,692 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $742,188 | 10,984 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $660,541 | 10,589 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $635,580 | 10,071 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $406,802 | 7,467 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $599,014 | 9,615 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $493,523 | 8,965 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $583,307 | 10,335 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $581,021 | 8,965 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $445,024 | 8,229 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $543,992 | 8,052 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $697,204 | 9,002 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $713,587 | 9,131 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||