Position in WPC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,022,593
+$67 QoQ
Shares Held
14,302
-4.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#348
of 892 holders
Holding Since
Jun 2025
4 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, 2026SUMMIT WEALTH GROUP LLC / CO holds $1,022,593 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
|
14,302 | $1,022,593 |
All Filings in WPC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,022,593 | 14,302 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,022,526 | 15,046 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $241,414 | 3,751 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $200,801 | 3,219 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||