Position in WPC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$450,950
New position
Shares Held
6,307
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#494
of 891 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026PRECEDENT WEALTH PARTNERS, LLC holds $450,950 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
|
6,307 | $450,950 |
All Filings in WPC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $450,950 | 6,307 | Shares | Sole | 2026-07-21 | |
| No filing history on record for this holder in this stock. | ||||||