Basepoint Wealth LLC

Position in WPC — W. P. Carey Inc.

CIK 2088236 CEDAR RAPIDS, IA

Position in WPC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$286,429

+$17,716 QoQ

Shares Held

4,006

+1.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#588

of 891 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Basepoint Wealth LLC holds $286,429 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	4,006	$286,429

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$286,429	4,006	+1.3%	Shares	Sole	2026-08-10
2026-03-31	$268,713	3,954	+1.4%	Shares	Sole	2026-05-07
2025-12-31	$251,004	3,900	-30.8%	Shares	Sole	2026-02-10
2025-09-30	$380,689	5,634	+1.4%	Shares	Sole	2025-11-13
2025-06-30	$346,458	5,554	+1.5%	Shares	Sole	2025-10-16
2025-03-31	$345,211	5,470	+1.6%	Shares	Sole	2025-10-16
2024-12-31	$293,211	5,382	-2.0%	Shares	Sole	2025-10-16
2024-09-30	$342,276	5,494	+1.5%	Shares	Sole	2025-10-16
2024-06-30	$298,095	5,415	+1.5%	Shares	Sole	2025-10-16
2024-03-31	$300,994	5,333	+1.3%	Shares	Sole	2025-10-16
2023-12-31	$341,159	5,264	+2.0%	Shares	Sole	2025-10-16
2023-09-30	$279,161	5,162	+1.5%	Shares	Sole	2025-10-16
2023-06-30	$343,474	5,084	+1.5%	Shares	Sole	2025-10-15
2023-03-31	$388,101	5,011	+1.3%	Shares	Sole	2025-10-10
2022-12-31	$386,608	4,947	-4.3%	Shares	Sole	2025-10-09
2022-09-30	$360,726	5,168	+52.9%	Shares	Sole	2025-10-09
2022-06-30	$280,149	3,381	+1.3%	Shares	Sole	2025-10-09
2022-03-31	$269,843	3,338	+1.3%	Shares	Sole	2025-10-09
2021-12-31	$270,354	3,295	—	Shares	Sole	2025-10-09
No filing history on record for this holder in this stock.