Position in WPC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$226,655
+$1,844 QoQ
Shares Held
3,170
-4.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#642
of 890 holders
Holding Since
Jun 2022
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 Jun 30, 2026MOTCO holds $3,163,820 across 3 REIT - Diversified names. WPC ranks #2 (7.2% 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,655 | 3,170 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $224,811 | 3,308 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $197,971 | 3,076 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $212,102 | 3,139 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $195,810 | 3,139 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $186,300 | 2,952 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $160,824 | 2,952 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $183,909 | 2,952 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $208,254 | 3,783 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $171,408 | 3,037 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $181,792 | 2,805 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $151,694 | 2,805 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $189,505 | 2,805 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $217,247 | 2,805 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $213,974 | 2,738 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $208,213 | 2,983 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $222,313 | 2,683 | Shares | Sole | 2022-08-05 | |
| No filing history on record for this holder in this stock. | ||||||