Position in WPC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$249,964
+$33,623 QoQ
Shares Held
3,496
+2.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#622
of 892 holders
Holding Since
Mar 2025
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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $638,815 across 2 REIT - Diversified names. WPC ranks #2 (39.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
14,646 | $388,851 | |
| 2 | WPC |
W. P. Carey Inc.
This page
|
3,496 | $249,964 |
All Filings in WPC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,964 | 3,496 | Shares | Sole | 2026-08-03 | |
| 2025-03-31 | $216,341 | 3,428 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||