Position in WPC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$866,008
+$109,963 QoQ
Shares Held
12,112
-0.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#377
of 891 holders
Holding Since
Sep 2024
4 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, 2026Financial Gravity Companies, Inc. holds $1,003,291 across 3 REIT - Diversified names. WPC ranks #1 (86.3% of the industry book) .
All Filings in WPC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $866,008 | 12,112 | Shares | Sole | 2026-08-05 | |
| 2025-06-30 | $756,045 | 12,120 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $74,038 | 1,359 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $84,665 | 1,359 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||