Position in WPC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$200,200
-$24,068 QoQ
Shares Held
2,800
-15.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#679
of 892 holders
Holding Since
Jun 2023
10 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, 2026BOURGEON CAPITAL MANAGEMENT LLC holds $200,200 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
|
2,800 | $200,200 |
All Filings in WPC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,200 | 2,800 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $224,268 | 3,300 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $212,388 | 3,300 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $222,981 | 3,300 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $205,854 | 3,300 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $208,263 | 3,300 | Shares | Sole | 2025-04-09 | |
| 2024-09-30 | $205,652 | 3,301 | Shares | Sole | 2024-10-16 | |
| 2023-12-31 | $213,613 | 3,296 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $151,207 | 2,796 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $188,897 | 2,796 | Shares | Sole | 2023-07-20 | |
| No filing history on record for this holder in this stock. | ||||||