Position in WPC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$405,333
-$71,338 QoQ
Shares Held
5,669
-19.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#516
of 891 holders
Holding Since
Mar 2024
10 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, 2026Gen-Wealth Partners Inc holds $440,923 across 2 REIT - Diversified names. WPC ranks #1 (91.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
5,669 | $405,333 | |
| 2 | GNL |
Global Net Lease, Inc.
|
3,981 | $35,590 |
All Filings in WPC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $405,333 | 5,669 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $476,671 | 7,014 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $487,333 | 7,572 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $501,774 | 7,426 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $186,017 | 2,982 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $192,990 | 3,058 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $173,028 | 3,176 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $244,901 | 3,931 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $497,817 | 9,043 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $290,666 | 5,150 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||