Position in WPC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,149,291
+$56,427 QoQ
Shares Held
16,074
-0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#337
of 891 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Curi Capital, LLC holds $1,149,291 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
|
16,074 | $1,149,291 |
All Filings in WPC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,149,291 | 16,074 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,092,864 | 16,081 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,033,299 | 16,055 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,031,050 | 15,259 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $762,720 | 12,227 | Shares | Other | 2025-08-14 | |
| 2024-12-31 | $502,196 | 9,218 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $815,444 | 13,089 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $752,368 | 13,667 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $771,478 | 13,669 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $931,254 | 14,369 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $776,751 | 14,363 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $970,363 | 14,363 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,112,414 | 14,363 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,122,468 | 14,363 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $988,786 | 14,166 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,173,794 | 14,166 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,154,233 | 14,278 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,171,510 | 14,278 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,669,767 | 22,861 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $1,705,887 | 22,861 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,617,644 | 22,861 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,689,261 | 23,934 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,559,930 | 23,940 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,646,601 | 24,340 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,478,948 | 25,464 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||