Position in WPC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$743,885
+$23,646 QoQ
Shares Held
10,404
-1.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#411
of 898 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 2%
Shared 98%
None 0%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $13,752,261 across 8 REIT - Diversified names. WPC ranks #2 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
428,965 | $11,389,020 | |
| 2 | WPC |
W. P. Carey Inc.
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|
10,404 | $743,885 | |
| 3 | AAT |
American Assets Trust, Inc.
|
18,291 | $451,604 | |
| 4 | CTO |
CTO Realty Growth, Inc.
|
16,656 | $358,270 | |
| 5 | GOOD |
Gladstone Commercial Corp
|
27,521 | $338,508 | |
| 6 | OLP |
One Liberty Properties Inc
|
11,126 | $271,696 | |
| 7 | GNL |
Global Net Lease, Inc.
|
11,288 | $100,914 | |
| 8 | ESRT |
Empire State Realty Trust, Inc.
|
18,182 | $98,364 |
All Filings in WPC
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $743,885 | 10,404 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $720,239 | 10,598 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $379,787 | 5,901 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $585,561 | 8,666 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $355,066 | 5,692 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $445,429 | 7,058 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $365,724 | 6,713 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $518,709 | 8,326 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $500,239 | 9,087 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $299,639 | 5,309 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $351,788 | 5,428 | Shares | Other | 2024-02-14 | |
| 2023-06-30 | $311,924 | 4,617 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $641,285 | 8,280 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $647,003 | 8,279 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $236,970 | 3,395 | Shares | Other | 2022-11-14 | |
| 2022-03-31 | $6,717,644 | 83,098 | Shares | Sole | 2022-05-16 | |
| 2020-03-31 | $256,074 | 4,409 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||