Position in WPC
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$778,206
+$77,607 QoQ
Shares Held
10,884
+5.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.79%
of 13F equity value
Holder Rank
#399
of 890 holders
Holding Since
Mar 2025
6 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, 2026FAMILY WEALTH PARTNERS, LLC holds $778,206 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
|
10,884 | $778,206 |
All Filings in WPC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $778,206 | 10,884 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $700,599 | 10,309 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $549,570 | 8,539 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $591,034 | 8,747 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $369,788 | 5,928 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $203,340 | 3,222 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||