Position in WPC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$561,132
+$18,336 QoQ
Shares Held
7,848
-1.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#455
of 891 holders
Holding Since
Sep 2025
4 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, 2026VestGen Advisors, LLC holds $888,103 across 2 REIT - Diversified names. WPC ranks #1 (63.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
7,848 | $561,132 | |
| 2 | GNL |
Global Net Lease, Inc.
|
36,574 | $326,971 |
All Filings in WPC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $561,132 | 7,848 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $542,796 | 7,987 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $332,033 | 5,159 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $227,710 | 3,370 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||