Position in WPC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$726,511
+$38,960 QoQ
Shares Held
10,161
+0.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 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, 2026MAI Capital Management holds $2,307,602 across 3 REIT - Diversified names. WPC ranks #2 (31.5% of the industry book) .
All Filings in WPC
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $726,511 | 10,161 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $687,551 | 10,117 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $652,867 | 10,144 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $736,040 | 10,893 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $610,325 | 9,784 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $581,179 | 9,209 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $762,720 | 14,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $544,315 | 8,737 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $485,871 | 8,826 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $269,613 | 4,777 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $356,519 | 5,501 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $303,497 | 5,612 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $407,792 | 6,036 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $452,927 | 5,848 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $578,544 | 7,403 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $352,838 | 5,055 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $235,244 | 2,910 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||