Position in WPC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$481,910
+$10,608 QoQ
Shares Held
6,740
-2.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#482
of 890 holders
Holding Since
Mar 2020
26 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, 2026D.A. DAVIDSON & CO. holds $7,035,592 across 3 REIT - Diversified names. WPC ranks #3 (6.8% of the industry book) .
All Filings in WPC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $481,910 | 6,740 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $471,302 | 6,935 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $398,838 | 6,197 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $452,110 | 6,691 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $406,842 | 6,522 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $596,452 | 9,451 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $351,668 | 6,455 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $420,525 | 6,750 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $362,173 | 6,579 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $410,149 | 7,267 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $514,396 | 7,937 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $526,631 | 9,738 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $866,456 | 12,825 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $981,988 | 12,679 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $999,460 | 12,789 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $950,814 | 13,622 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,017,769 | 12,283 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $966,280 | 11,953 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $910,262 | 11,094 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $800,810 | 10,964 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $850,145 | 11,393 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $852,304 | 12,045 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $771,721 | 10,934 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $803,748 | 12,335 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $799,623 | 11,820 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,382,673 | 41,024 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||