Position in WPC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,226,151
+$110,933 QoQ
Shares Held
45,121
-1.6% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
3.55%
of 13F equity value
Holder Rank
#217
of 890 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, 2026Freedom Financial Partners LLC holds $3,226,151 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
|
45,121 | $3,226,151 |
All Filings in WPC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,226,151 | 45,121 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,115,218 | 45,839 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,850,375 | 44,288 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $3,091,800 | 45,757 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,846,212 | 45,627 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,871,441 | 45,499 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,616,619 | 48,029 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||