Position in WPC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$214,214
+$52,607 QoQ
Shares Held
2,996
+19.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#656
of 891 holders
Holding Since
Sep 2025
3 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, 2026Turning Point Benefit Group, Inc. holds $214,214 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
|
2,996 | $214,214 |
All Filings in WPC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,214 | 2,996 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $161,607 | 2,511 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $159,667 | 2,363 | Shares | Sole | 2025-11-17 | |
| No filing history on record for this holder in this stock. | ||||||