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Equibles

BERKSHIRE ASSET MANAGEMENT LLC/PA

Position in WPC — W. P. Carey Inc.

CIK 949012 WILKES BARRE, PA
Back to WPC Full portfolio

Position in WPC

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$23,933,767
+$2,814,420 QoQ
Shares Held
334,738
+2.0% QoQ
Ownership
0.147%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in WPC Over Time

Shares Held

Position Value (USD)

Position in REIT - Diversified

Real Estate · as of Jun 30, 2026

BERKSHIRE ASSET MANAGEMENT LLC/PA holds $23,933,767 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 		334,738 $23,933,767

All Filings in WPC

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25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $23,933,767 334,738
2025-12-31 $21,119,347 328,144
2025-09-30 $22,266,071 329,526
2025-06-30 $20,479,728 328,306
2025-03-31 $20,712,954 328,204
2024-12-31 $17,584,564 322,771
2024-09-30 $20,682,540 331,983
2024-06-30 $18,275,664 331,983
2024-03-31 $18,477,496 327,383
2023-12-31 $21,095,136 325,492
2023-09-30 $17,801,628 329,172
2023-06-30 $20,721,523 306,713
2023-03-31 $23,572,990 304,364
2022-12-31 $23,989,703 306,970
2022-09-30 $21,125,932 302,664
2022-06-30 $25,270,799 304,982
2022-03-31 $23,590,493 291,817
2021-12-31 $23,352,827 284,617
2021-09-30 $20,509,702 280,801
2021-06-30 $20,592,206 275,961
2021-03-31 $18,285,090 258,410
2020-12-31 $19,359,245 274,288
2020-09-30 $16,605,899 254,848
2020-06-30 $18,846,622 278,590
2020-03-31 $15,845,848 272,828