Position in WPC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$19,305
-$21,471 QoQ
Shares Held
270
-55.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#793
of 891 holders
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, 2026TOMPKINS FINANCIAL CORP holds $1,220,149 across 2 REIT - Diversified names. WPC ranks #2 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNL |
Broadstone Net Lease, Inc.
|
58,096 | $1,200,844 | |
| 2 | WPC |
W. P. Carey Inc.
This page
|
270 | $19,305 |
All Filings in WPC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,305 | 270 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $40,776 | 600 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $17,377 | 270 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $18,243 | 270 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $232,053 | 3,720 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $234,769 | 3,720 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $202,665 | 3,720 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $231,756 | 3,720 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $204,786 | 3,720 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $223,615 | 3,962 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $249,907 | 3,856 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $208,532 | 3,856 | Shares | Sole | 2023-11-21 | |
| 2023-06-30 | $27,429 | 406 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $31,444 | 406 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $31,728 | 406 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $28,338 | 406 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $33,641 | 406 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $32,821 | 406 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $33,230 | 405 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $29,581 | 405 | Shares | Sole | 2021-10-22 | |
| 2021-03-31 | $28,657 | 405 | Shares | Sole | 2021-06-09 | |
| 2020-12-31 | $28,584 | 405 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $26,389 | 405 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $27,398 | 405 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $23,522 | 405 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||