Position in WPC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,517,084
+$302,545 QoQ
Shares Held
63,176
+1.9% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
1.79%
of 13F equity value
Holder Rank
#187
of 892 holders
Holding Since
Dec 2023
11 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, 2026Dupree Financial Group, LLC holds $4,517,084 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
|
63,176 | $4,517,084 |
All Filings in WPC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,517,084 | 63,176 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $4,214,539 | 62,015 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $5,695,988 | 88,502 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $5,837,304 | 86,389 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,205,985 | 83,456 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $6,426,049 | 101,823 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $5,493,109 | 100,828 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $6,161,158 | 98,895 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $5,414,938 | 98,364 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $5,427,778 | 96,169 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $6,198,428 | 95,640 | Shares | Sole | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||