ELEVATION WEALTH PARTNERS, LLC

Position in WPC — W. P. Carey Inc.

CIK 1976256 WALNUT CREEK, CA

Position in WPC

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$12,083

+$7,578 QoQ

Shares Held

169

+141.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#812

of 890 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

ELEVATION WEALTH PARTNERS, LLC holds $28,707 across 3 REIT - Diversified names. WPC ranks #2 (42.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VICI	Vici Properties Inc.	598	$15,876
2	WPC	W. P. Carey Inc. This page	169	$12,083
3	JBGS	JBG SMITH Properties	51	$748

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,083	169	+141.4%	Shares	Sole	2026-07-08
2025-12-31	$4,505	70	—	Shares	Sole	2026-01-09
No filing history on record for this holder in this stock.