Farther Finance Advisors, LLC

Position in WPC — W. P. Carey Inc.

CIK 1992825 SAN FRANCISCO, CA

Position in WPC

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$2,298,224

+$1,352,493 QoQ

Shares Held

32,143

+131.0% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#37

of 253 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Farther Finance Advisors, LLC holds $3,331,231 across 16 REIT - Diversified names. WPC ranks #1 (69.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WPC	W. P. Carey Inc. This page	32,143	$2,298,224
2	VICI	Vici Properties Inc.	18,029	$478,669
3	BNL	Broadstone Net Lease, Inc.	10,380	$214,554
4	GOOD	Gladstone Commercial Corp	6,781	$83,406
5	AHRT	AH Realty Trust, Inc.	6,791	$48,080
6	AAT	American Assets Trust, Inc.	1,819	$44,911
7	JBGS	JBG SMITH Properties	2,905	$42,616
8	OLP	One Liberty Properties Inc	1,551	$37,875

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,298,224	32,143	+131.0%	Shares	Sole	2026-07-17
2026-03-31	$945,731	13,916	-4.1%	Shares	Sole	2026-04-07
2025-12-31	$934,249	14,516	+133.3%	Shares	Sole	2026-01-23
2025-09-30	$420,352	6,221	+1.7%	Shares	Sole	2025-10-14
2025-06-30	$381,578	6,117	+12.0%	Shares	Sole	2025-07-11
2025-03-31	$344,833	5,464	+109.8%	Shares	Sole	2025-04-14
2024-12-31	$141,920	2,605	+71.4%	Shares	Sole	2025-02-10
2024-09-30	$94,696	1,520	+122.9%	Shares	Sole	2024-10-29
2024-06-30	$37,544	682	-22.2%	Shares	Sole	2024-07-31
2024-03-31	$49,497	877	+47.9%	Shares	Sole	2024-05-14
2023-12-31	$38,432	593	-10.3%	Shares	Sole	2024-02-15
2023-09-30	$35,011	661	+18.9%	Shares	Sole	2023-11-14
2023-06-30	$36,790	556	-2.1%	Shares	Sole	2024-05-14
2023-03-31	$43,086	568	-10.1%	Shares	Sole	2024-05-14
2022-12-31	$48,374	632	—	Shares	Sole	2023-09-12
No filing history on record for this holder in this stock.