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Equibles

MERCER GLOBAL ADVISORS INC /ADV

Position in WPC — W. P. Carey Inc.

CIK 853758 DENVER, CO
Back to WPC Full portfolio

Position in WPC

as of Jun 30, 2026 · filed Aug 19, 2026
Position Value
$7,410,903
+$1,130,040 QoQ
Shares Held
103,649
+12.1% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#153
of 898 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 8% Shared 0% None 92%

Common Shares in WPC Over Time

Shares Held

Position Value (USD)

Position in REIT - Diversified

Real Estate · as of Jun 30, 2026

MERCER GLOBAL ADVISORS INC /ADV holds $32,913,532 across 12 REIT - Diversified names. WPC ranks #2 (22.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 VICI
Vici Properties Inc.
 702,443 $18,649,861
2 WPC
W. P. Carey Inc.
This page 		103,649 $7,410,903
3 BNL
Broadstone Net Lease, Inc.
 68,149 $1,408,639
4 ESRT
Empire State Realty Trust, Inc.
 243,814 $1,319,033
5 AAT
American Assets Trust, Inc.
 48,540 $1,198,452
6 GOOD
Gladstone Commercial Corp
 49,659 $610,805
7 JBGS
JBG SMITH Properties
 41,208 $604,521
8 CTO
CTO Realty Growth, Inc.
 20,070 $431,705

All Filings in WPC

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $7,410,903 103,649
2026-03-31 $6,280,863 92,420
2025-12-31 $6,236,484 96,900
2025-09-30 $6,502,396 96,232
2025-06-30 $6,736,603 107,993
2025-03-31 $6,340,661 100,470
2024-12-31 $5,108,862 93,775
2024-09-30 $6,642,612 106,623
2024-06-30 $5,532,800 100,505
2024-03-31 $5,218,273 92,457
2023-12-31 $6,436,734 99,317
2023-09-30 $3,528,180 65,240
2023-06-30 $4,285,802 63,437
2023-03-31 $4,934,571 63,713
2022-12-31 $4,623,588 59,163
2022-09-30 $4,222,827 60,499
2022-06-30 $2,818,316 34,013
2022-03-31 $2,599,653 32,158
2021-12-31 $2,382,978 29,043
2021-09-30 $2,102,310 28,783
2021-06-30 $2,069,137 27,729
2021-03-31 $1,132,159 16,000
2020-12-31 $281,967 3,995
2020-09-30 $279,862 4,295
2020-06-30 $276,688 4,090
2020-03-31 $967,728 16,662