Position in WPC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$110,110
+$5,452 QoQ
Shares Held
1,540
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#713
of 891 holders
Holding Since
Dec 2024
7 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, 2026Asset Planning,Inc holds $110,110 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
|
1,540 | $110,110 |
All Filings in WPC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $110,110 | 1,540 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $104,658 | 1,540 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $99,114 | 1,540 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $104,057 | 1,540 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $96,065 | 1,540 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $97,189 | 1,540 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $83,899 | 1,540 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||