Position in WPC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$717,717
+$44,098 QoQ
Shares Held
10,038
+1.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#413
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, 2026LIBERTY SQUARE WEALTH PARTNERS LLC holds $717,717 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
|
10,038 | $717,717 |
All Filings in WPC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $717,717 | 10,038 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $673,619 | 9,912 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $637,228 | 9,901 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $689,349 | 10,202 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $694,351 | 11,131 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $694,777 | 11,009 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $604,673 | 11,099 | Shares | Sole | 2025-02-24 | |
| No filing history on record for this holder in this stock. | ||||||