Position in WPC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$307,736
+$17,683 QoQ
Shares Held
4,304
+0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#573
of 892 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $307,736 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
|
4,304 | $307,736 |
All Filings in WPC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,736 | 4,304 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $290,053 | 4,268 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $362,668 | 5,635 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $438,529 | 6,490 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $407,840 | 6,538 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $513,399 | 8,135 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $526,331 | 9,661 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $278,481 | 4,470 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $377,808 | 6,863 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $449,375 | 7,962 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $536,950 | 8,285 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $412,453 | 6,105 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||