Retirement Wealth Solutions LLC

Pension

Position in WPC — W. P. Carey Inc.

CIK 2044741 MARSHFIELD, WI

Position in WPC

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$1,716

+$85 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#861

of 890 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Retirement Wealth Solutions LLC holds $7,854 across 5 REIT - Diversified names. WPC ranks #2 (21.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VICI	Vici Properties Inc.	108	$2,867
2	WPC	W. P. Carey Inc. This page	24	$1,716
3	AAT	American Assets Trust, Inc.	54	$1,333
4	BNL	Broadstone Net Lease, Inc.	64	$1,322
5	GNL	Global Net Lease, Inc.	69	$616

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,716	24	0.0%	Shares	Sole	2026-07-07
2026-03-31	$1,631	24	+4.3%	Shares	Sole	2026-04-07
2025-12-31	$1,480	23	-30.3%	Shares	Sole	2026-01-07
2025-09-30	$2,229	33	-76.6%	Shares	Sole	2025-10-08
2025-06-30	$8,795	141	0.0%	Shares	Sole	2025-07-07
2025-03-31	$8,898	141	+0.7%	Shares	Sole	2025-04-08
2024-12-31	$7,627	140	—	Shares	Sole	2025-01-15
No filing history on record for this holder in this stock.