Position in WPC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$52,195
New position
Shares Held
730
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#747
of 891 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Oakmont Advisory Group, LLC holds $369,361 across 2 REIT - Diversified names. WPC ranks #2 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
11,946 | $317,166 | |
| 2 | WPC |
W. P. Carey Inc.
This page
|
730 | $52,195 |
All Filings in WPC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,195 | 730 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||