Position in WPC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$274,989
+$15,790 QoQ
Shares Held
3,846
+0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#595
of 892 holders
Holding Since
Mar 2025
6 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, 2026INSIGNEO ADVISORY SERVICES, LLC holds $869,974 across 2 REIT - Diversified names. WPC ranks #2 (31.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
22,410 | $594,985 | |
| 2 | WPC |
W. P. Carey Inc.
This page
|
3,846 | $274,989 |
All Filings in WPC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,989 | 3,846 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $259,199 | 3,814 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $243,731 | 3,787 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $256,495 | 3,796 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $236,669 | 3,794 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $243,162 | 3,853 | Shares | Sole | 2025-04-18 | |
| No filing history on record for this holder in this stock. | ||||||