Position in WPC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$49,135
-$51,781 QoQ
Shares Held
723
-53.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
17 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 Mar 31, 2026Advisors Asset Management, Inc. holds $4,859,698 across 3 REIT - Diversified names. WPC ranks #3 (1.0% of the industry book) .
All Filings in WPC
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $49,135 | 723 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $100,916 | 1,568 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $107,774 | 1,595 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $135,738 | 2,176 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $130,637 | 2,070 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $69,952 | 1,284 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $41,741 | 670 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $27,635 | 502 | Shares | Sole | 2024-08-14 | |
| 2022-06-30 | $49,180 | 606 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $113,144 | 1,429 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $170,770 | 2,125 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $152,160 | 2,127 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $143,904 | 1,969 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $69,304 | 1,000 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $25,923 | 375 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $146,166 | 2,206 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $286,873 | 5,043 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||