Position in WPC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$676,962
+$67,633 QoQ
Shares Held
9,468
+5.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#426
of 891 holders
Holding Since
Sep 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, 2026Envestnet Portfolio Solutions, Inc. holds $1,568,935 across 2 REIT - Diversified names. WPC ranks #2 (43.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
33,596 | $891,973 | |
| 2 | WPC |
W. P. Carey Inc.
This page
|
9,468 | $676,962 |
All Filings in WPC
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $676,962 | 9,468 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $609,329 | 8,966 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $599,706 | 9,318 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $649,415 | 9,611 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $791,789 | 12,693 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $791,841 | 12,547 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $805,922 | 14,793 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $840,302 | 13,488 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $741,413 | 13,468 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $799,133 | 14,159 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $835,012 | 12,884 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $612,510 | 11,326 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||