Position in WPC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$225,225
-$124,769 QoQ
Shares Held
3,150
-38.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#647
of 891 holders
Holding Since
Mar 2021
5 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, 2026Rodgers Brothers Inc. holds $225,225 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
|
3,150 | $225,225 |
All Filings in WPC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,225 | 3,150 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $349,994 | 5,150 | Shares | Sole | 2026-05-14 | |
| 2024-12-31 | $2,274,540 | 41,750 | Shares | Sole | 2025-02-12 | |
| 2021-06-30 | $1,123,030 | 15,050 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,383,357 | 19,550 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||