Position in WPC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,645
+$131 QoQ
Shares Held
37
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#852
of 890 holders
Holding Since
Jun 2024
7 quarters on record
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Financial Network Wealth Advisors LLC holds $2,645 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
|
37 | $2,645 |
All Filings in WPC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,645 | 37 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,514 | 37 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,381 | 37 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,500 | 37 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,807 | 45 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $19,686 | 316 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $16,404 | 298 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||