Position in WPC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$908,121
-$836,819 QoQ
Shares Held
12,701
-50.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#368
of 890 holders
Holding Since
Mar 2026
2 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, 2026Gateway Wealth Partners, LLC holds $1,204,047 across 2 REIT - Diversified names. WPC ranks #1 (75.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
12,701 | $908,121 | |
| 2 | VICI |
Vici Properties Inc.
|
11,146 | $295,926 |
All Filings in WPC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $908,121 | 12,701 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,744,940 | 25,676 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||