Position in WPC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$28,743
+$1,220 QoQ
Shares Held
402
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#776
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, 2026Fourth Dimension Wealth, LLC holds $28,743 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
|
402 | $28,743 |
All Filings in WPC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,743 | 402 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $27,523 | 405 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $51,488 | 800 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $54,056 | 800 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $49,904 | 800 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $50,488 | 800 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $43,584 | 800 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||