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Buck Wealth Strategies, LLC

Position in WPC — W. P. Carey Inc.

CIK 1973259 DENVER, CO

Position in WPC

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$2,788
-$42,950 QoQ
Shares Held
39
-94.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#851
of 891 holders
Holding Since
Mar 2023
3 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, 2026

Buck Wealth Strategies, LLC holds $7,505 across 3 REIT - Diversified names. WPC ranks #2 (37.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 WPC
W. P. Carey Inc.
This page
39 $2,788

All Filings in WPC

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,788 39
2023-06-30 $45,738 677
2023-03-31 $52,433 677