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NEOS Investment Management LLC

Position in WPC — W. P. Carey Inc.

CIK 2001019 Westport, CT

Position in WPC

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$3,359,427
+$539,563 QoQ
Shares Held
46,985
+13.2% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#211
of 890 holders
Holding Since
Mar 2025
6 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, 2026

NEOS Investment Management LLC holds $14,140,771 across 2 REIT - Diversified names. WPC ranks #2 (23.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 WPC
W. P. Carey Inc.
This page
46,985 $3,359,427

All Filings in WPC

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6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,359,427 46,985
2026-03-31 $2,819,864 41,493
2025-12-31 $1,949,335 30,288
2025-09-30 $1,429,646 21,158
2025-06-30 $650,935 10,435
2025-03-31 $297,942 4,721