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Equibles

STIFEL FINANCIAL CORP

Position in WPC — W. P. Carey Inc.

CIK 720672 ST. LOUIS, MO
Back to WPC Full portfolio

Position in WPC

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$3,461,886
+$75,848 QoQ
Shares Held
48,418
-2.8% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#210
of 898 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 78% Shared 0% None 22%

Common Shares in WPC Over Time

Shares Held

Position Value (USD)

Position in REIT - Diversified

Real Estate · as of Jun 30, 2026

STIFEL FINANCIAL CORP holds $37,944,469 across 5 REIT - Diversified names. WPC ranks #2 (9.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 VICI
Vici Properties Inc.
 1,177,975 $31,275,234
2 WPC
W. P. Carey Inc.
This page 		48,418 $3,461,886
3 GOOD
Gladstone Commercial Corp
 165,171 $2,031,602
4 BNL
Broadstone Net Lease, Inc.
 43,045 $889,740
5 AAT
American Assets Trust, Inc.
 11,584 $286,007

All Filings in WPC

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,461,886 48,418
2026-03-31 $3,386,038 49,824
2025-12-31 $2,832,740 44,014
2025-09-30 $2,940,443 43,517
2025-06-30 $2,549,157 40,865
2025-03-31 $2,425,632 38,435
2024-12-31 $1,914,372 35,139
2024-09-30 $1,980,142 31,784
2024-06-30 $1,635,479 29,709
2024-03-31 $1,387,915 24,591
2023-12-31 $1,778,774 27,446
2023-09-30 $5,435,853 100,515
2023-06-30 $6,885,037 101,910
2023-03-31 $7,733,769 99,855
2022-12-31 $13,142,717 168,173
2022-09-30 $11,557,404 165,579
2022-06-30 $13,763,453 166,105
2022-03-31 $7,364,202 91,096
2021-12-31 $7,230,082 88,118
2021-09-30 $6,364,192 87,133
2021-06-30 $6,345,310 85,035
2021-03-31 $1,196,834 16,914
2020-12-31 $1,152,782 16,333
2020-09-30 $1,110,000 17,035
2020-06-30 $1,207,078 17,843
2020-03-31 $1,391,828 23,964