Hughes Financial Services, LLC

Position in WPC — W. P. Carey Inc.

CIK 2054465 HERNDON, VA

Position in WPC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,717

+$1,154 QoQ

Shares Held

+65.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#851

of 890 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Hughes Financial Services, LLC holds $5,607 across 6 REIT - Diversified names. WPC ranks #2 (48.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VICI	Vici Properties Inc.	105	$2,787
2	WPC	W. P. Carey Inc. This page	38	$2,717
3	BNL	Broadstone Net Lease, Inc.	2	$41
4	OLP	One Liberty Properties Inc	1	$24
5	CTO	CTO Realty Growth, Inc.	1	$21
6	GNL	Global Net Lease, Inc.	2	$17

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,717	38	+65.2%	Shares	Sole	2026-07-20
2026-03-31	$1,563	23	+9.5%	Shares	Sole	2026-04-29
2025-12-31	$1,351	21	+16.7%	Shares	Sole	2026-02-11
2025-09-30	$1,216	18	0.0%	Shares	Sole	2025-11-14
2025-06-30	$1,122	18	—	Shares	Sole	2025-08-07
No filing history on record for this holder in this stock.