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CENTAURUS FINANCIAL, INC.

Position in WPC — W. P. Carey Inc.

CIK 891943 ANAHEIM, CA

Position in WPC

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$401,687
+$20,024 QoQ
Shares Held
5,618
+0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#517
of 891 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in WPC Over Time

Shares Held

Position Value (USD)

Position in REIT - Diversified

Real Estate · as of Jun 30, 2026

CENTAURUS FINANCIAL, INC. holds $564,788 across 2 REIT - Diversified names. WPC ranks #1 (71.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WPC
W. P. Carey Inc.
This page
5,618 $401,687

All Filings in WPC

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $401,687 5,618
2026-03-31 $381,663 5,616
2025-12-31 $361,188 5,612
2025-09-30 $390,149 5,774
2025-06-30 $359,932 5,770
2025-03-31 $367,110 5,817
2024-12-31 $324,809 5,962
2024-09-30 $379,157 6,086
2024-06-30 $351,604 6,387
2024-03-31 $423,412 7,502
2023-12-31 $550,107 8,488
2023-09-30 $473,146 8,749
2023-06-30 $641,279 9,492
2023-03-31 $1,159,891 14,976
2022-12-31 $1,180,143 15,101
2022-09-30 $1,141,438 16,353
2022-06-30 $1,471,261 17,756
2022-03-31 $1,676,379 20,737
2021-12-31 $1,681,368 20,492
2021-09-30 $1,480,666 20,272
2021-06-30 $1,465,760 19,643
2021-03-31 $1,059,843 14,978
2020-12-31 $695,424 9,853
2020-09-30 $801,924 12,307
2020-06-30 $2,352,056 34,768
2020-03-31 $1,533,253 26,399