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Ashton Thomas Private Wealth, LLC

Position in WPC — W. P. Carey Inc.

CIK 2019663 SCOTTSDALE, AZ

Position in WPC

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$4,492,130
+$246,873 QoQ
Shares Held
62,827
+0.6% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#189
of 890 holders
Holding Since
Dec 2023
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, 2026

Ashton Thomas Private Wealth, LLC holds $6,830,234 across 4 REIT - Diversified names. WPC ranks #1 (65.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WPC
W. P. Carey Inc.
This page
62,827 $4,492,130

All Filings in WPC

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6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,492,130 62,827
2026-03-31 $4,245,257 62,467
2024-09-30 $1,735,615 27,859
2024-06-30 $1,128,084 20,492
2024-03-31 $1,012,533 17,940
2023-12-31 $875,388 13,507