Position in WPC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$786
+$39 QoQ
Shares Held
11
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#875
of 890 holders
Holding Since
Sep 2024
8 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, 2026Valued Wealth Advisors LLC holds $786 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
|
11 | $786 |
All Filings in WPC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $786 | 11 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $747 | 11 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $707 | 11 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $743 | 11 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $686 | 11 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $694 | 11 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $599 | 11 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $685 | 11 | Shares | Sole | 2024-10-28 | |
| No filing history on record for this holder in this stock. | ||||||