Position in WPC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$226,655
+$11,494 QoQ
Shares Held
3,170
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#644
of 891 holders
Holding Since
Mar 2026
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, 2026Helium Advisors LLC holds $226,655 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
|
3,170 | $226,655 |
All Filings in WPC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,655 | 3,170 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $215,161 | 3,166 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||