Position in WPC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$346,060
+$7,212 QoQ
Shares Held
4,840
-2.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#555
of 892 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Sigma Planning Corp holds $2,276,532 across 3 REIT - Diversified names. WPC ranks #2 (15.2% of the industry book) .
All Filings in WPC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $346,060 | 4,840 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $338,848 | 4,986 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $373,674 | 5,806 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $391,433 | 5,793 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $413,267 | 6,625 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $428,895 | 6,796 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $383,157 | 7,033 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $508,430 | 8,161 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $567,895 | 10,316 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $704,145 | 12,476 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $390,869 | 6,031 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $752,144 | 13,908 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,012,656 | 14,989 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,417,180 | 18,298 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,514,625 | 19,381 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,590,671 | 22,789 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,029,866 | 12,429 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $965,068 | 11,938 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $973,851 | 11,869 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $880,497 | 12,055 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,042,963 | 13,977 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $961,486 | 13,588 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $967,087 | 13,702 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $932,114 | 14,305 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $995,605 | 14,717 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,315,860 | 22,656 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||