Position in WPC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,290,861
-$195,220 QoQ
Shares Held
18,054
-17.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
#321
of 890 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026New Insight Wealth Advisors holds $1,290,861 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.
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|
18,054 | $1,290,861 |
All Filings in WPC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,290,861 | 18,054 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,486,081 | 21,867 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,646,972 | 25,590 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,011,018 | 29,762 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,388,842 | 38,295 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,508,622 | 39,750 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,724,980 | 50,018 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,332,177 | 53,486 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,245,472 | 58,955 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $3,419,812 | 60,592 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $3,931,180 | 60,657 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||