Position in WPC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$13,585
+$673 QoQ
Shares Held
190
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#812
of 891 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, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $668,227 across 7 REIT - Diversified names. WPC ranks #3 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAFE |
Safehold Inc.
|
40,240 | $631,768 | |
| 2 | VICI |
Vici Properties Inc.
|
705 | $18,717 | |
| 3 | WPC |
W. P. Carey Inc.
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|
190 | $13,585 | |
| 4 | BNL |
Broadstone Net Lease, Inc.
|
90 | $1,860 | |
| 5 | AAT |
American Assets Trust, Inc.
|
40 | $987 | |
| 6 | GNL |
Global Net Lease, Inc.
|
81 | $724 | |
| 7 | JBGS |
JBG SMITH Properties
|
40 | $586 |
All Filings in WPC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,585 | 190 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $12,912 | 190 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $12,228 | 190 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $12,838 | 190 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $11,228 | 180 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $9,150 | 145 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $3,541 | 65 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $4,049 | 65 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,578 | 65 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $3,668 | 65 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $4,212 | 65 | Shares | Sole | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||