Position in WPC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$15,015
+$744 QoQ
Shares Held
210
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#805
of 891 holders
Holding Since
Dec 2024
7 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, 2026Nova Wealth Management, Inc. holds $15,015 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
|
210 | $15,015 |
All Filings in WPC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,015 | 210 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $14,271 | 210 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $13,515 | 210 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $14,189 | 210 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $13,099 | 210 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $13,253 | 210 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,440 | 210 | Shares | Sole | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||