Position in WPC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,731,371
+$1,437,277 QoQ
Shares Held
38,201
+100.6% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#231
of 890 holders
Holding Since
Jun 2020
25 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, 2026J.W. COLE ADVISORS, INC. holds $3,590,554 across 3 REIT - Diversified names. WPC ranks #1 (76.1% of the industry book) .
All Filings in WPC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,731,371 | 38,201 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,294,094 | 19,042 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,248,133 | 19,393 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,278,829 | 18,926 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,156,026 | 18,532 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,137,999 | 18,032 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $372,207 | 6,832 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $417,285 | 6,698 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $423,995 | 7,702 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $634,385 | 11,240 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $745,509 | 11,503 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $699,416 | 12,933 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $873,888 | 12,935 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,018,932 | 13,156 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,039,160 | 13,297 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $855,258 | 12,253 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,007,742 | 12,162 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $982,206 | 12,150 | Shares | Sole | 2022-06-10 | |
| 2021-12-31 | $1,103,818 | 13,453 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $1,088,295 | 14,900 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $943,047 | 12,638 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $942,452 | 13,319 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $908,293 | 12,869 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $961,957 | 14,763 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $887,703 | 13,122 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||