Position in WPC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$278,421
+$17,183 QoQ
Shares Held
3,894
+1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#592
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, 2026Wealth Management Strategies, Inc. holds $278,421 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
|
3,894 | $278,421 |
All Filings in WPC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,421 | 3,894 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $261,238 | 3,844 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $244,117 | 3,793 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $260,955 | 3,862 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $237,543 | 3,808 | Shares | Sole | 2026-08-17 | |
| 2025-03-31 | $240,827 | 3,816 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $234,536 | 4,305 | Shares | Sole | 2026-08-17 | |
| No filing history on record for this holder in this stock. | ||||||