Position in WPC
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$16,230
+$804 QoQ
Shares Held
227
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#799
of 891 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, 2026DiNuzzo Private Wealth, Inc. holds $16,230 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
|
227 | $16,230 |
All Filings in WPC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,230 | 227 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $15,426 | 227 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $14,609 | 227 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $15,338 | 227 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $14,160 | 227 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $14,325 | 227 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $12,366 | 227 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $14,142 | 227 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $12,496 | 227 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $12,811 | 227 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $14,711 | 227 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||