Position in WPC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$106,463
+$5,271 QoQ
Shares Held
1,489
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
6.07%
of 13F equity value
Holder Rank
#714
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, 2026Pillar Financial Advisors, LLC holds $106,463 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
|
1,489 | $106,463 |
All Filings in WPC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $106,463 | 1,489 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $101,192 | 1,489 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $95,832 | 1,489 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $100,611 | 1,489 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $92,883 | 1,489 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $93,970 | 1,489 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $81,120 | 1,489 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||