Position in WPC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$221,149
+$16,420 QoQ
Shares Held
3,093
-2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#649
of 891 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026SALEM INVESTMENT COUNSELORS INC holds $221,149 across 1 REIT - Diversified name. WPC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
3,093 | $221,149 |
All Filings in WPC
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,149 | 3,093 | Shares | Sole | 2026-07-14 | |
| 2025-12-31 | $204,729 | 3,181 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $41,420 | 613 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $3,119 | 50 | Shares | Sole | 2025-07-08 | |
| 2024-12-31 | $54,480 | 1,000 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $62,300 | 1,000 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $55,050 | 1,000 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $56,440 | 1,000 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $124,824 | 1,926 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $104,158 | 1,926 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $130,120 | 1,926 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $149,168 | 1,926 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $150,516 | 1,926 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $135,062 | 1,935 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $160,334 | 1,935 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $156,425 | 1,935 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $166,889 | 2,034 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $140,675 | 1,926 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $143,718 | 1,926 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $136,283 | 1,926 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $135,937 | 1,926 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $125,498 | 1,926 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $130,293 | 1,926 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $111,862 | 1,926 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||