Concurrent Investment Advisors, LLC

Position in WPC — W. P. Carey Inc.

CIK 2001015 Tampa, FL

Position in WPC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$987,986

+$58,973 QoQ

Shares Held

13,818

+1.1% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#356

of 891 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $4,286,306 across 3 REIT - Diversified names. WPC ranks #2 (23.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BNL	Broadstone Net Lease, Inc.	119,102	$2,461,837
2	WPC	W. P. Carey Inc. This page	13,818	$987,986
3	VICI	Vici Properties Inc.	31,506	$836,483

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$987,986	13,818	+1.1%	Shares	Sole	2026-07-27
2026-03-31	$929,013	13,670	-2.1%	Shares	Sole	2026-04-21
2025-12-31	$898,915	13,967	-5.4%	Shares	Sole	2026-01-29
2025-09-30	$998,144	14,772	-12.5%	Shares	Sole	2025-10-27
2025-06-30	$1,053,660	16,891	+0.2%	Shares	Sole	2025-07-25
2025-03-31	$1,063,592	16,853	+46.2%	Shares	Sole	2025-04-29
2024-12-31	$628,208	11,531	+2.6%	Shares	Sole	2025-02-03
2024-09-30	$700,127	11,238	+0.8%	Shares	Sole	2024-10-30
2024-06-30	$613,972	11,153	+4.0%	Shares	Sole	2024-07-30
2024-03-31	$605,319	10,725	-2.2%	Shares	Sole	2024-05-07
2023-12-31	$710,382	10,961	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.