Position in WPC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$10,474,178
+$505,058 QoQ
Shares Held
146,492
-0.1% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#121
of 890 holders
Holding Since
Mar 2020
25 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, 2026Janney Montgomery Scott LLC holds $30,110,182 across 4 REIT - Diversified names. WPC ranks #2 (34.8% of the industry book) .
All Filings in WPC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,474,178 | 146,492 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $9,969,120 | 146,691 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $9,345,844 | 145,212 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $9,642,239 | 142,700 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $9,221,822 | 147,833 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $9,354,542 | 148,226 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $8,131,357 | 149,254 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $9,085,707 | 145,838 | Shares | Sole | 2024-10-29 | |
| 2024-03-31 | $9,744,309 | 172,649 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $10,865,914 | 167,658 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $8,203,884 | 151,699 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $8,769,014 | 129,796 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $9,382,912 | 121,148 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $9,232,093 | 118,133 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $8,096,723 | 115,999 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $9,319,674 | 112,475 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $9,003,072 | 111,369 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $8,921,051 | 108,727 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $7,174,425 | 98,226 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $6,352,548 | 85,132 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $5,666,955 | 80,087 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $5,330,836 | 75,529 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $4,758,505 | 73,028 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $4,875,943 | 72,076 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $3,445,130 | 59,317 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||