Position in WPC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$29,672
+$1,469 QoQ
Shares Held
415
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#775
of 892 holders
Holding Since
Dec 2023
11 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, 2026FIRST UNITED BANK & TRUST holds $34,265 across 2 REIT - Diversified names. WPC ranks #1 (86.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
415 | $29,672 | |
| 2 | VICI |
Vici Properties Inc.
|
173 | $4,593 |
All Filings in WPC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,672 | 415 | Shares | Defined | 2026-07-20 | |
| 2026-03-31 | $28,203 | 415 | Shares | Defined | 2026-04-21 | |
| 2025-12-31 | $26,709 | 415 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $28,041 | 415 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $25,887 | 415 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $26,190 | 415 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $22,609 | 415 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $25,854 | 415 | Shares | Defined | 2024-10-15 | |
| 2024-06-30 | $22,845 | 415 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $23,422 | 415 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $26,896 | 415 | Shares | Defined | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||