Position in WPC
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$6,077
-$3,641 QoQ
Shares Held
85
-40.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#833
of 890 holders
Holding Since
Dec 2023
11 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, 2026Dogwood Wealth Management LLC holds $13,988 across 2 REIT - Diversified names. WPC ranks #2 (43.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
298 | $7,911 | |
| 2 | WPC |
W. P. Carey Inc.
This page
|
85 | $6,077 |
All Filings in WPC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,077 | 85 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $9,718 | 143 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,465 | 116 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $9,594 | 142 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,111 | 114 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $4,480 | 71 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,813 | 70 | Shares | Sole | 2025-03-04 | |
| 2024-09-30 | $1 | 0 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $1 | 0 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $1 | 0 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $2 | 0 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||