Position in WPC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,164,449
+$57,653 QoQ
Shares Held
16,286
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#333
of 891 holders
Holding Since
Sep 2024
8 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, 2026Carnegie Lake Advisors LLC holds $1,164,449 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
|
16,286 | $1,164,449 |
All Filings in WPC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,164,449 | 16,286 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,106,796 | 16,286 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,054,602 | 16,386 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,116,661 | 16,526 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,030,829 | 16,525 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,042,892 | 16,525 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $902,461 | 16,565 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $998,669 | 16,030 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||