Position in WPC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,008
+$397 QoQ
Shares Held
112
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#826
of 891 holders
Holding Since
Jun 2022
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, 2026ATLAS CAPITAL ADVISORS INC. holds $8,008 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
|
112 | $8,008 |
All Filings in WPC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,008 | 112 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,611 | 112 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $7,208 | 112 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $12,538 | 201 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $56,483 | 895 | Shares | Sole | 2025-05-12 | |
| 2022-06-30 | $6,960 | 84 | Shares | Sole | 2022-08-16 | |
| No filing history on record for this holder in this stock. | ||||||