Position in WPC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$392,249
+$35,527 QoQ
Shares Held
5,486
+4.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#523
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, 2026ADVISORTRUST PARTNERS, LLC holds $392,249 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
|
5,486 | $392,249 |
All Filings in WPC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $392,249 | 5,486 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $356,722 | 5,249 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $309,507 | 4,809 | Shares | Sole | 2026-03-10 | |
| No filing history on record for this holder in this stock. | ||||||