Position in WPC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,838,551
+$100,542 QoQ
Shares Held
25,714
+0.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#274
of 890 holders
Holding Since
Dec 2020
23 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, 2026EXCALIBUR MANAGEMENT CORP holds $1,838,551 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
|
25,714 | $1,838,551 |
All Filings in WPC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,838,551 | 25,714 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,738,009 | 25,574 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,665,186 | 25,873 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,793,375 | 26,541 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,657,498 | 26,571 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,738,743 | 27,551 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,500,815 | 27,548 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,006,683 | 32,210 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,830,687 | 33,255 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,824,423 | 32,325 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,993,231 | 30,755 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,630,080 | 30,142 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,865,871 | 27,618 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,133,979 | 27,553 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,202,892 | 28,188 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,935,064 | 27,723 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,327,867 | 28,094 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $2,897,791 | 35,846 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,948,220 | 35,932 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,598,324 | 35,574 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $2,603,267 | 34,887 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $2,471,717 | 34,931 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $1,854,065 | 26,269 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||