Position in WPC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$286,000
+$14,160 QoQ
Shares Held
4,000
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#589
of 892 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, 2026PHILADELPHIA TRUST CO holds $286,000 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
|
4,000 | $286,000 |
All Filings in WPC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,000 | 4,000 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $271,840 | 4,000 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $257,440 | 4,000 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $270,280 | 4,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $467,850 | 7,500 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $473,325 | 7,500 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $424,399 | 7,790 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $485,317 | 7,790 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $428,839 | 7,790 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $439,667 | 7,790 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $472,464 | 7,290 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $394,243 | 7,290 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $472,919 | 7,000 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $542,149 | 7,000 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $547,049 | 7,000 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $488,599 | 7,000 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $580,019 | 7,000 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $565,880 | 7,000 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $574,350 | 7,000 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $511,279 | 7,000 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $522,339 | 7,000 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $495,319 | 7,000 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $494,059 | 7,000 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $456,120 | 7,000 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $473,550 | 7,000 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $377,519 | 6,500 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||