Position in WPC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,482,046
+$619,718 QoQ
Shares Held
104,644
+3.6% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#149
of 890 holders
Holding Since
Jun 2023
6 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, 2026WESTWOOD HOLDINGS GROUP INC holds $7,839,807 across 2 REIT - Diversified names. WPC ranks #1 (95.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
104,644 | $7,482,046 | |
| 2 | VICI |
Vici Properties Inc.
|
13,475 | $357,761 |
All Filings in WPC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,482,046 | 104,644 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $6,862,328 | 100,976 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,551,925 | 70,726 | Shares | Defined | 2026-02-17 | |
| 2025-06-30 | $4,377,578 | 70,176 | Shares | Defined | 2025-10-08 | |
| 2023-09-30 | $5,948,802 | 110,000 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,715,798 | 55,000 | Shares | Defined | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||