Position in WPC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$251,894
+$27,559 QoQ
Shares Held
3,523
+6.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#617
of 890 holders
Holding Since
Sep 2025
4 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, 2026Savvy Advisors, Inc. holds $659,547 across 2 REIT - Diversified names. WPC ranks #2 (38.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNL |
Broadstone Net Lease, Inc.
|
19,722 | $407,653 | |
| 2 | WPC |
W. P. Carey Inc.
This page
|
3,523 | $251,894 |
All Filings in WPC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,894 | 3,523 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $224,335 | 3,301 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $221,848 | 3,447 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $253,590 | 3,753 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||