Position in WPC
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$257,228
+$47,763 QoQ
Shares Held
3,785
-0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
15 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, 2026WEDBUSH SECURITIES INC holds $633,695 across 2 REIT - Diversified names. WPC ranks #2 (40.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NXDT |
Nexpoint Diversified Real Estate Trust
|
80,614 | $376,467 | |
| 2 | WPC |
W. P. Carey Inc.
This page
|
3,785 | $257,228 |
All Filings in WPC
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $257,228 | 3,785 | Shares | Sole | 2026-04-21 | |
| 2024-06-30 | $209,465 | 3,805 | Shares | Sole | 2024-08-07 | |
| 2023-12-31 | $271,100 | 4,183 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $234,699 | 4,431 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $302,001 | 4,564 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $341,963 | 4,508 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $344,135 | 4,496 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $306,750 | 4,487 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $348,320 | 4,292 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $476,805 | 6,022 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $384,051 | 4,779 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $300,529 | 4,201 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $250,901 | 3,433 | Shares | Sole | 2021-07-27 | |
| 2020-06-30 | $275,702 | 4,161 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $243,469 | 4,280 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||