JONES FINANCIAL COMPANIES LLLP

Position in WPC — W. P. Carey Inc.

CIK 815917 DES PERES, MO

Position in WPC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,050,048

+$599,783 QoQ

Shares Held

28,672

+34.4% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#266

of 898 holders

Holding Since

Sep 2021

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

JONES FINANCIAL COMPANIES LLLP holds $5,691,706 across 12 REIT - Diversified names. WPC ranks #2 (36.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VICI	Vici Properties Inc.	130,672	$3,469,341
2	WPC	W. P. Carey Inc. This page	28,672	$2,050,048
3	OLP	One Liberty Properties Inc	2,199	$53,699
4	GOOD	Gladstone Commercial Corp	3,159	$38,855
5	GNL	Global Net Lease, Inc.	3,046	$27,231
6	BNL	Broadstone Net Lease, Inc.	1,130	$23,357
7	CTO	CTO Realty Growth, Inc.	901	$19,380
8	AHRT	AH Realty Trust, Inc.	739	$5,232

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,050,048	28,672	+34.4%	Shares	Sole	2026-08-14
2026-03-31	$1,450,265	21,340	+26.1%	Shares	Sole	2026-05-15
2025-12-31	$1,089,293	16,925	+20.1%	Shares	Sole	2026-02-17
2025-09-30	$952,601	14,098	+43.8%	Shares	Sole	2025-11-04
2025-06-30	$611,448	9,802	+91.3%	Shares	Sole	2025-08-13
2025-03-31	$323,374	5,124	+65.3%	Shares	Sole	2025-05-28
2024-12-31	$168,833	3,099	+59.0%	Shares	Sole	2025-02-06
2024-09-30	$121,422	1,949	+72.6%	Shares	Sole	2024-11-12
2024-06-30	$62,151	1,129	+130.9%	Shares	Sole	2024-08-14
2023-03-31	$37,873	489	+50.0%	Shares	Sole	2023-05-11
2022-12-31	$25,476	326	+103.8%	Shares	Sole	2023-02-13
2021-12-31	$13,128	160	0.0%	Shares	Sole	2022-02-11
2021-09-30	$11,686	160	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.