Position in WPC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$300,729
+$14,890 QoQ
Shares Held
4,206
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#577
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, 2026BARLOW WEALTH PARTNERS, LLC holds $300,729 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
|
4,206 | $300,729 |
All Filings in WPC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,729 | 4,206 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $285,839 | 4,206 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $270,698 | 4,206 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $284,199 | 4,206 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $262,370 | 4,206 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $318,642 | 5,049 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $275,069 | 5,049 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $314,552 | 5,049 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $277,947 | 5,049 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $284,965 | 5,049 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $327,225 | 5,049 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||