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American Capital Advisory, LLC

Position in WPC — W. P. Carey Inc.

CIK 2018007 KETCHUM, ID

Position in WPC

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$500
+$25 QoQ
Shares Held
7
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#880
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, 2026

American Capital Advisory, LLC holds $1,030,680 across 4 REIT - Diversified names. WPC ranks #3 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 WPC
W. P. Carey Inc.
This page
7 $500

All Filings in WPC

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $500 7
2026-03-31 $475 7
2025-12-31 $450 7
2025-09-30 $472 7
2025-06-30 $249 4
2025-03-31 $252 4