Position in WPC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$602,101
+$43,328 QoQ
Shares Held
8,421
-3.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#444
of 890 holders
Holding Since
Mar 2022
6 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026BRADLEY FOSTER & SARGENT INC/CT holds $926,516 across 2 REIT - Diversified names. WPC ranks #1 (65.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
8,421 | $602,101 | |
| 2 | BNL |
Broadstone Net Lease, Inc.
|
15,695 | $324,415 |
All Filings in WPC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $602,101 | 8,421 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $558,773 | 8,682 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $554,749 | 8,210 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $548,320 | 8,790 | Shares | Sole | 2025-08-11 | |
| 2022-06-30 | $1,092,923 | 13,190 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,043,240 | 12,905 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||