ACTION POINT FINANCIAL PLANNING, LLC
Position in WPC — W. P. Carey Inc.
CIK 2116119
GRAND RAPIDS, MI
Position in WPC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,078
New position
Shares Held
99
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#831
of 892 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $21,325 across 3 REIT - Diversified names. WPC ranks #2 (33.2% of the industry book) .
All Filings in WPC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,078 | 99 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||