Synergy Investment Management, LLC
Position in WPC — W. P. Carey Inc.
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in WPC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$71
-$2,544 QoQ
Shares Held
1
-97.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#889
of 891 holders
Holding Since
Dec 2024
2 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, 2026Synergy Investment Management, LLC holds $3,947 across 2 REIT - Diversified names. WPC ranks #2 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
146 | $3,876 | |
| 2 | WPC |
W. P. Carey Inc.
This page
|
1 | $71 |
All Filings in WPC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71 | 1 | Shares | Other | 2026-08-14 | |
| 2024-12-31 | $2,615 | 48 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||