Position in WPC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$128,199
+$11,240 QoQ
Shares Held
1,793
+4.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#703
of 891 holders
Holding Since
Mar 2024
10 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, 2026Westend Capital Management, LLC holds $128,199 across 1 REIT - Diversified name. WPC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
1,793 | $128,199 |
All Filings in WPC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $128,199 | 1,793 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $116,959 | 1,721 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $128,720 | 2,000 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $135,140 | 2,000 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $124,760 | 2,000 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $126,220 | 2,000 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $108,960 | 2,000 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $124,600 | 2,000 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $110,100 | 2,000 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $112,880 | 2,000 | Shares | Sole | 2024-04-12 | |
| No filing history on record for this holder in this stock. | ||||||