Position in WPC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$992,634
+$49,146 QoQ
Shares Held
13,883
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#355
of 890 holders
Holding Since
Sep 2022
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Roof Eidam Maycock Peralta, LLC holds $992,634 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
|
13,883 | $992,634 |
All Filings in WPC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $992,634 | 13,883 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $943,488 | 13,883 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $893,509 | 13,883 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $590,899 | 8,745 | Shares | Other | 2025-10-27 | |
| 2025-06-30 | $568,905 | 9,120 | Shares | Other | 2025-07-29 | |
| 2023-06-30 | $202,679 | 3,000 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $232,349 | 3,000 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $234,449 | 3,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $254,769 | 3,650 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||