Position in WPC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$500
New position
Shares Held
7
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#878
of 890 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, 2026Planning Strategies Inc. holds $1,057 across 2 REIT - Diversified names. WPC ranks #2 (47.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
21 | $557 | |
| 2 | WPC |
W. P. Carey Inc.
This page
|
7 | $500 |
All Filings in WPC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $500 | 7 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||