Position in WPC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$365,508
+$18,573 QoQ
Shares Held
5,112
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#541
of 890 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026RFG - Bristol Wealth Advisors, LLC holds $365,508 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
|
5,112 | $365,508 |
All Filings in WPC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $365,508 | 5,112 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $346,935 | 5,105 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $328,107 | 5,098 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $343,931 | 5,090 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $317,077 | 5,083 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $320,283 | 5,075 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $276,050 | 5,067 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||