MERCER GLOBAL ADVISORS INC /ADV

Position in WPC — W. P. Carey Inc.

CIK 853758 DENVER, CO

Position in WPC

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$6,280,863

+$44,379 QoQ

Shares Held

92,420

-4.6% QoQ

Ownership

0.041%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 2.6888119454663495.ToString("F0")% Shared 0.ToString("F0")% None 97.31118805453364.ToString("F0")%

Real Estate · as of Mar 31, 2026

MERCER GLOBAL ADVISORS INC /ADV holds $31,179,823 across 12 REIT - Diversified names. WPC ranks #2 (20.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VICI	Vici Properties Inc.	737,292	$20,142,817
2	WPC	W. P. Carey Inc. This page	92,420	$6,280,863
3	BNL	Broadstone Net Lease, Inc.	65,345	$1,193,853
4	ESRT	Empire State Realty Trust, Inc.	164,616	$856,003
5	AAT	American Assets Trust, Inc.	32,117	$591,273
6	JBGS	JBG SMITH Properties	34,560	$504,921
7	CTO	CTO Realty Growth, Inc.	23,617	$436,678
8	GOOD	Gladstone Commercial Corp	31,460	$359,587

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,280,863	92,420	-4.6%	Shares	Sole	2026-05-15
2025-12-31	$6,236,484	96,900	+0.7%	Shares	Sole	2026-02-18
2025-09-30	$6,502,396	96,232	-10.9%	Shares	Sole	2025-11-14
2025-06-30	$6,736,603	107,993	+7.5%	Shares	Sole	2025-08-14
2025-03-31	$6,340,661	100,470	+7.1%	Shares	Sole	2025-05-15
2024-12-31	$5,108,862	93,775	-12.0%	Shares	Sole	2025-02-14
2024-09-30	$6,642,612	106,623	+6.1%	Shares	Sole	2024-11-14
2024-06-30	$5,532,800	100,505	+8.7%	Shares	Sole	2024-08-12
2024-03-31	$5,218,273	92,457	-6.9%	Shares	Sole	2024-05-15
2023-12-31	$6,436,734	99,317	+52.2%	Shares	Sole	2024-02-15
2023-09-30	$3,455,612	65,240	+2.8%	Shares	Sole	2023-11-15
2023-06-30	$4,197,651	63,437	-0.4%	Shares	Sole	2023-08-14
2023-03-31	$4,833,077	63,713	+7.7%	Shares	Sole	2023-05-16
2022-12-31	$4,528,489	59,163	-2.2%	Shares	Sole	2023-02-09
2022-09-30	$4,135,971	60,499	+77.9%	Shares	Sole	2022-11-15
2022-06-30	$2,760,348	34,013	+5.8%	Shares	Sole	2022-08-10
2022-03-31	$2,546,183	32,158	+10.7%	Shares	Sole	2022-05-10
2021-12-31	$2,333,965	29,043	+0.9%	Shares	Sole	2022-02-04
2021-09-30	$2,059,069	28,783	+3.8%	Shares	Sole	2021-11-10
2021-06-30	$2,026,579	27,729	+73.3%	Shares	Sole	2021-08-10
2021-03-31	$1,108,873	16,000	+300.5%	Shares	Sole	2021-08-10
2020-12-31	$276,167	3,995	-7.0%	Shares	Sole	2021-02-12
2020-09-30	$274,106	4,295	+5.0%	Shares	Sole	2020-12-10
2020-06-30	$270,997	4,090	-75.5%	Shares	Sole	2020-08-10
2020-03-31	$947,824	16,662	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.