Position in WPC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$271,056
-$23,006 QoQ
Shares Held
3,791
-12.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#597
of 890 holders
Holding Since
Dec 2024
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, 2026Strathmore Capital Advisors, Inc. holds $271,056 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
|
3,791 | $271,056 |
All Filings in WPC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,056 | 3,791 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $294,062 | 4,327 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $278,485 | 4,327 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $292,375 | 4,327 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $269,918 | 4,327 | Shares | Sole | 2025-07-10 | |
| 2024-12-31 | $235,734 | 4,327 | Shares | Sole | 2025-01-07 | |
| No filing history on record for this holder in this stock. | ||||||