Position in WPC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$20,520
+$1,016 QoQ
Shares Held
287
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#789
of 891 holders
Holding Since
Jun 2023
13 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, 2026GHP Investment Advisors, Inc. holds $20,642 across 3 REIT - Diversified names. WPC ranks #1 (99.4% of the industry book) .
All Filings in WPC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,520 | 287 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $19,504 | 287 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $18,342 | 285 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $19,257 | 285 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $17,778 | 285 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $17,986 | 285 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $15,526 | 285 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $17,755 | 285 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $15,689 | 285 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $16,085 | 285 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $18,470 | 285 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $15,412 | 285 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $19,254 | 285 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||