Position in WPC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$410,410
+$22,768 QoQ
Shares Held
5,740
+0.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#512
of 891 holders
Holding Since
Dec 2025
3 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, 2026Stronghold Wealth Management L.L.C. holds $410,410 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
|
5,740 | $410,410 |
All Filings in WPC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,410 | 5,740 | Shares | Other | 2026-07-24 | |
| 2026-03-31 | $387,642 | 5,704 | Shares | Other | 2026-04-30 | |
| 2025-12-31 | $369,361 | 5,739 | Shares | Other | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||