Position in WPC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$36,156,977
+$2,926,373 QoQ
Shares Held
505,692
+3.4% QoQ
Ownership
0.222%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#48
of 891 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, 2026PRINCIPAL FINANCIAL GROUP INC holds $133,608,610 across 9 REIT - Diversified names. WPC ranks #2 (27.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
1,424,673 | $37,825,067 | |
| 2 | WPC |
W. P. Carey Inc.
This page
|
505,692 | $36,156,977 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
1,303,072 | $26,934,497 | |
| 4 | GNL |
Global Net Lease, Inc.
|
921,169 | $8,235,250 | |
| 5 | AAT |
American Assets Trust, Inc.
|
303,376 | $7,490,352 | |
| 6 | SAFE |
Safehold Inc.
|
292,924 | $4,598,906 | |
| 7 | FVR |
FrontView REIT, Inc.
|
214,501 | $4,339,354 | |
| 8 | JBGS |
JBG SMITH Properties
|
281,593 | $4,130,969 |
All Filings in WPC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,156,977 | 505,692 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $33,230,604 | 488,973 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $30,323,921 | 471,161 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $32,857,465 | 486,273 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $30,966,367 | 496,415 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $31,765,408 | 503,334 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $27,325,314 | 501,566 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $31,566,662 | 506,688 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $40,106,126 | 728,540 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $46,476,702 | 823,471 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $52,005,228 | 802,426 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $900,973 | 16,660 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $1,067,042 | 15,794 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $1,616,846 | 20,876 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $1,543,540 | 19,751 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $1,483,039 | 21,247 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $2,006,039 | 24,210 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,850,023 | 22,885 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $1,383,116 | 16,857 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $1,356,133 | 18,567 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $1,384,797 | 18,558 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $828,599 | 11,710 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $717,022 | 10,159 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $822,905 | 12,629 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $964,757 | 14,261 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $1,084,121 | 18,666 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||