HOWE & RUSLING INC

Position in WPC — W. P. Carey Inc.

CIK 769963 ROCHESTER, NY

Position in WPC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$942,870

+$56,060 QoQ

Shares Held

13,187

+1.1% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#361

of 891 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

HOWE & RUSLING INC holds $1,864,421 across 2 REIT - Diversified names. WPC ranks #1 (50.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	WPC	W. P. Carey Inc. This page	13,187	$942,870
2	BNL	Broadstone Net Lease, Inc.	44,584	$921,551

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$942,870	13,187	+1.1%	Shares	Sole	2026-08-10
2026-03-31	$886,810	13,049	-0.8%	Shares	Sole	2026-04-28
2025-12-31	$846,527	13,153	-1.1%	Shares	Sole	2026-02-17
2025-09-30	$898,816	13,302	+0.6%	Shares	Sole	2025-11-05
2025-06-30	$824,538	13,218	-0.3%	Shares	Sole	2025-08-12
2025-03-31	$836,459	13,254	+0.3%	Shares	Sole	2025-06-17
2024-12-31	$720,116	13,218	+11.2%	Shares	Sole	2025-02-12
2024-09-30	$740,497	11,886	-0.2%	Shares	Sole	2024-11-08
2024-06-30	$655,810	11,913	+0.2%	Shares	Sole	2024-08-14
2024-03-31	$670,845	11,886	-0.1%	Shares	Sole	2024-05-15
2023-12-31	$771,174	11,899	0.0%	Shares	Sole	2024-02-06
2023-09-30	$643,498	11,899	0.0%	Shares	Sole	2023-11-09
2023-06-30	$803,896	11,899	0.0%	Shares	Sole	2023-08-14
2023-03-31	$921,577	11,899	-50.0%	Shares	Sole	2023-05-15
2022-12-31	$1,858,641	23,783	+52751.1%	Shares	Sole	2023-02-15
2022-09-30	$3,140	45	-91.9%	Shares	Sole	2022-11-14
2020-12-31	$39,171	555	+1.5%	Shares	Sole	2021-02-08
2020-09-30	$35,642	547	-29.9%	Shares	Sole	2020-11-06
2020-06-30	$52,767	780	-21.1%	Shares	Sole	2020-07-15
2020-03-31	$57,383	988	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.