Position in WPC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$435,649
+$14,433 QoQ
Shares Held
6,093
-1.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
#502
of 892 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, 2026Axis Wealth Partners, LLC holds $435,649 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
|
6,093 | $435,649 |
All Filings in WPC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $435,649 | 6,093 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $421,216 | 6,198 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $452,450 | 7,030 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $500,423 | 7,406 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $478,205 | 7,666 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $482,475 | 7,645 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $468,364 | 8,597 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||