Position in WPC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$304,590
+$15,149 QoQ
Shares Held
4,260
+0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#574
of 892 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Advocate Investing Services LLC holds $318,900 across 2 REIT - Diversified names. WPC ranks #1 (95.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
4,260 | $304,590 | |
| 2 | VICI |
Vici Properties Inc.
|
539 | $14,310 |
All Filings in WPC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,590 | 4,260 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $289,441 | 4,259 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $274,044 | 4,258 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||