Position in WPC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$338,052
+$16,806 QoQ
Shares Held
4,728
+0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#559
of 890 holders
Holding Since
Jun 2023
13 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, 2026BURNEY CO/ holds $2,768,624 across 2 REIT - Diversified names. WPC ranks #2 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
91,547 | $2,430,572 | |
| 2 | WPC |
W. P. Carey Inc.
This page
|
4,728 | $338,052 |
All Filings in WPC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $338,052 | 4,728 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $321,246 | 4,727 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $290,263 | 4,510 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $317,241 | 4,695 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $292,749 | 4,693 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $302,423 | 4,792 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $261,558 | 4,801 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $441,644 | 7,089 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $390,194 | 7,088 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $407,948 | 7,228 | Shares | Sole | 2024-05-22 | |
| 2023-12-31 | $469,159 | 7,239 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $465,304 | 8,604 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $556,964 | 8,244 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||