Position in WPC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,296,509
+$33,813 QoQ
Shares Held
18,133
-2.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.86%
of 13F equity value
Holder Rank
#320
of 892 holders
Holding Since
Jun 2025
5 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, 2026Clarion Wealth Managment Partners, LLC holds $1,296,509 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
|
18,133 | $1,296,509 |
All Filings in WPC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,296,509 | 18,133 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,262,696 | 18,580 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,255,792 | 19,512 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,433,362 | 21,213 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,315,219 | 21,084 | Shares | Sole | 2025-08-21 | |
| No filing history on record for this holder in this stock. | ||||||