Compound Planning, Inc.

Position in WPC — W. P. Carey Inc.

CIK 1978879 NEW YORK, NY

Position in WPC

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$749,463

+$41,660 QoQ

Shares Held

10,482

+0.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#406

of 890 holders

Holding Since

Mar 2023

11 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Real Estate · as of Jun 30, 2026

Compound Planning, Inc. holds $1,106,376 across 3 REIT - Diversified names. WPC ranks #1 (67.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WPC	W. P. Carey Inc. This page	10,482	$749,463
2	VICI	Vici Properties Inc.	7,926	$210,434
3	GOOD	Gladstone Commercial Corp	11,909	$146,479

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$749,463	10,482	+0.6%	Shares	Sole	2026-08-04
2026-03-31	$707,803	10,415	-1.1%	Shares	Sole	2026-05-14
2025-12-31	$677,517	10,527	+2.9%	Shares	Sole	2026-02-19
2025-09-30	$691,578	10,235	+7.3%	Shares	Sole	2025-11-10
2025-06-30	$594,855	9,536	+15.2%	Shares	Sole	2025-08-14
2025-03-31	$522,298	8,276	+38.8%	Shares	Sole	2025-05-14
2024-12-31	$324,864	5,963	-24.7%	Shares	Sole	2025-01-17
2024-09-30	$493,665	7,924	+27.5%	Shares	Sole	2024-10-08
2024-06-30	$342,245	6,217	+45.9%	Shares	Sole	2024-07-26
2024-03-31	$240,490	4,261	-30.8%	Shares	Sole	2024-05-07
2023-03-31	$476,937	6,158	—	Shares	Sole	2023-06-07
No filing history on record for this holder in this stock.