Position in WPC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$343,843
+$137,041 QoQ
Shares Held
4,809
+58.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#556
of 890 holders
Holding Since
Jun 2024
5 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, 2026ADAPT WEALTH ADVISORS, LLC holds $343,843 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
|
4,809 | $343,843 |
All Filings in WPC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $343,843 | 4,809 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $206,802 | 3,043 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $202,304 | 2,994 | Shares | Sole | 2025-11-10 | |
| 2024-09-30 | $231,133 | 3,710 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $217,502 | 3,951 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||