Private Wealth Management Group, LLC

Position in WPC — W. P. Carey Inc.

CIK 2011342 PRINCETON, NJ

Position in WPC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$9,295

+$461 QoQ

Shares Held

130

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#824

of 891 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Private Wealth Management Group, LLC holds $19,980 across 5 REIT - Diversified names. WPC ranks #1 (46.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WPC	W. P. Carey Inc. This page	130	$9,295
2	BNL	Broadstone Net Lease, Inc.	315	$6,511
3	ESRT	Empire State Realty Trust, Inc.	474	$2,564
4	GNL	Global Net Lease, Inc.	103	$920
5	VICI	Vici Properties Inc.	26	$690

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,295	130	0.0%	Shares	Sole	2026-07-27
2026-03-31	$8,834	130	0.0%	Shares	Sole	2026-04-23
2025-12-31	$8,366	130	0.0%	Shares	Sole	2026-01-23
2025-09-30	$8,784	130	0.0%	Shares	Sole	2025-10-17
2025-06-30	$8,109	130	0.0%	Shares	Sole	2025-07-29
2025-03-31	$8,204	130	0.0%	Shares	Sole	2025-05-02
2024-12-31	$7,082	130	-31.2%	Shares	Sole	2025-01-27
2024-09-30	$11,774	189	0.0%	Shares	Sole	2024-10-29
2024-06-30	$10,404	189	+894.7%	Shares	Sole	2024-08-13
2024-03-31	$1,072	19	-38.7%	Shares	Sole	2024-04-30
2023-12-31	$2,009	31	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.