Virginia Estate & Retirement Planning Advisors Inc.
PensionPosition in WPC — W. P. Carey Inc.
CIK 2115327
GLEN ALLEN, VA
Position in WPC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$14,300
+$708 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#809
of 890 holders
Holding Since
Mar 2026
2 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, 2026Virginia Estate & Retirement Planning Advisors Inc. holds $24,335 across 2 REIT - Diversified names. WPC ranks #1 (58.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
200 | $14,300 | |
| 2 | VICI |
Vici Properties Inc.
|
378 | $10,035 |
All Filings in WPC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,300 | 200 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $13,592 | 200 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||