Position in WPC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$388,459
+$121,445 QoQ
Shares Held
5,433
+38.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#526
of 891 holders
Holding Since
Sep 2024
8 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, 2026NEW WAVE WEALTH ADVISORS LLC holds $388,459 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
|
5,433 | $388,459 |
All Filings in WPC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $388,459 | 5,433 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $267,014 | 3,929 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $252,098 | 3,917 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $284,604 | 4,212 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $262,744 | 4,212 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $267,018 | 4,231 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $255,020 | 4,681 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $204,717 | 3,286 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||