Position in WPC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,315,171
-$9,505 QoQ
Shares Held
18,394
-5.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#319
of 891 holders
Holding Since
Dec 2025
3 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, 2026LAUREL OAK WEALTH MANAGEMENT, LLC holds $1,315,171 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
|
18,394 | $1,315,171 |
All Filings in WPC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,315,171 | 18,394 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,324,676 | 19,492 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,546,313 | 24,026 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||