Position in WPC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$72,072
+$30,753 QoQ
Shares Held
1,008
+65.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#733
of 891 holders
Holding Since
Mar 2025
6 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, 2026Cheviot Value Management, LLC holds $72,072 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
|
1,008 | $72,072 |
All Filings in WPC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,072 | 1,008 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $41,319 | 608 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $39,130 | 608 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $41,082 | 608 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $37,927 | 608 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $38,370 | 608 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||