Position in WPC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,793
+$386 QoQ
Shares Held
109
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#827
of 891 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, 2026MPWM ADVISORY SOLUTIONS, LLC holds $7,793 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
|
109 | $7,793 |
All Filings in WPC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,793 | 109 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,407 | 109 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $7,015 | 109 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,365 | 109 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,799 | 109 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,320 | 116 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,319 | 116 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||