Position in WPC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$350,135
+$18,355 QoQ
Shares Held
4,897
+0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#552
of 892 holders
Holding Since
Dec 2023
10 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, 2026KPP Advisory Services LLC holds $350,135 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
|
4,897 | $350,135 |
All Filings in WPC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $350,135 | 4,897 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $331,780 | 4,882 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $314,849 | 4,892 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $330,755 | 4,895 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $306,036 | 4,906 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $312,773 | 4,956 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $261,721 | 4,804 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $239,543 | 3,845 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $221,521 | 4,024 | Shares | Sole | 2024-08-27 | |
| 2023-12-31 | $209,012 | 3,225 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||