Position in WPC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$84,012
+$5,179 QoQ
Shares Held
1,175
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#725
of 890 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026PROATHLETE WEALTH MANAGEMENT LLC holds $84,012 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
|
1,175 | $84,012 |
All Filings in WPC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,012 | 1,175 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $78,833 | 1,160 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $73,627 | 1,144 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $76,286 | 1,129 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $69,428 | 1,113 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $69,231 | 1,097 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||