Position in WPC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$406,406
+$60,898 QoQ
Shares Held
5,684
+11.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#514
of 891 holders
Holding Since
Dec 2024
7 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, 2026Gutierrez Wealth Advisory, LLC holds $406,406 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
|
5,684 | $406,406 |
All Filings in WPC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $406,406 | 5,684 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $345,508 | 5,084 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $360,802 | 5,606 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $376,770 | 5,576 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $613,881 | 9,841 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $615,070 | 9,746 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $410,125 | 7,528 | Shares | Sole | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||