Position in WPC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$219,219
+$10,854 QoQ
Shares Held
3,066
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#651
of 891 holders
Holding Since
Mar 2023
13 quarters on record
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Empower Advisory Group, LLC holds $219,219 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
|
3,066 | $219,219 |
All Filings in WPC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,219 | 3,066 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $208,365 | 3,066 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $297,780 | 4,407 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $294,371 | 4,719 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $367,741 | 5,827 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $239,929 | 4,404 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $371,121 | 5,957 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $358,981 | 6,521 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $401,965 | 7,122 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $432,477 | 6,673 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $400,138 | 7,399 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $562,504 | 8,326 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $567,785 | 7,331 | Shares | Sole | 2023-05-25 | |
| No filing history on record for this holder in this stock. | ||||||