SummitTX Capital, L.P.

Position in WPC — W. P. Carey Inc.

CIK 2052310 FORT WORTH, TX

Position in WPC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,888,242

+$2,360,580 QoQ

Shares Held

40,395

+383.1% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#227

of 891 holders

Holding Since

Mar 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

SummitTX Capital, L.P. holds $12,021,824 across 4 REIT - Diversified names. WPC ranks #2 (24.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ESRT	Empire State Realty Trust, Inc.	1,061,030	$5,740,172
2	WPC	W. P. Carey Inc. This page	40,395	$2,888,242
3	CTO	CTO Realty Growth, Inc.	128,789	$2,770,251
4	BNL	Broadstone Net Lease, Inc.	30,148	$623,159

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,888,242	40,395	+383.1%	Shares	Sole	2026-08-14
2025-03-31	$527,662	8,361	—	Shares	Defined	2025-05-15
No filing history on record for this holder in this stock.