Jefferies Financial Group Inc.

Position in WPC — W. P. Carey Inc.

CIK 96223 NEW YORK, NY

Position in WPC

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$1,675,745

-$17,845,765 QoQ

Shares Held

23,437

-91.8% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#285

of 892 holders

Holding Since

Mar 2024

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Jefferies Financial Group Inc. holds $4,009,644 across 4 REIT - Diversified names. WPC ranks #1 (41.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WPC	W. P. Carey Inc. This page	23,437	$1,675,745
2	BNL	Broadstone Net Lease, Inc.	63,700	$1,316,679
3	SAFE	Safehold Inc.	36,550	$573,835
4	CTO	CTO Realty Growth, Inc.	20,613	$443,385

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,675,745	23,437	-91.8%	Shares	Defined	2026-08-17
2026-03-31	$19,521,510	287,250	+6100.1%	Shares	Defined	2026-05-08
2025-12-31	$298,179	4,633	+15.8%	Shares	Defined	2026-02-09
2024-03-31	$225,760	4,000	—	Shares	Defined	2024-05-13
No filing history on record for this holder in this stock.