Position in WPC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$687,551
+$34,684 QoQ
Shares Held
10,117
-0.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
16 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 Mar 31, 2026MAI Capital Management holds $2,026,537 across 15 REIT - Diversified names. WPC ranks #2 (33.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
35,327 | $965,133 | |
| 2 | WPC |
W. P. Carey Inc.
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|
10,117 | $687,551 | |
| 3 | GOOD |
Gladstone Commercial Corp
|
14,660 | $167,563 | |
| 4 | OLP |
One Liberty Properties Inc
|
5,824 | $124,983 | |
| 5 | JBGS |
JBG SMITH Properties
|
2,085 | $30,461 | |
| 6 | GIPR |
Generation Income Properties, Inc.
|
7,750 | $19,902 | |
| 7 | BNL |
Broadstone Net Lease, Inc.
|
642 | $11,729 | |
| 8 | GNL |
Global Net Lease, Inc.
|
656 | $6,140 |
All Filings in WPC
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $297,254 | 5,612 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $399,404 | 6,036 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $443,611 | 5,848 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $566,644 | 7,403 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $345,581 | 5,055 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $230,405 | 2,910 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||