Position in WPC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$390,604
+$43,602 QoQ
Shares Held
5,463
+7.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#524
of 891 holders
Holding Since
Sep 2021
20 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, 2026BENJAMIN EDWARDS INC holds $766,790 across 2 REIT - Diversified names. WPC ranks #1 (50.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
5,463 | $390,604 | |
| 2 | VICI |
Vici Properties Inc.
|
14,169 | $376,186 |
All Filings in WPC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $390,604 | 5,463 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $347,002 | 5,106 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $321,541 | 4,996 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $347,377 | 5,141 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $320,757 | 5,142 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $319,840 | 5,068 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $272,018 | 4,993 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $310,004 | 4,976 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $50,315 | 914 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $51,868 | 919 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $168,246 | 2,596 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $146,016 | 2,700 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $190,992 | 2,827 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $218,331 | 2,819 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $179,119 | 2,292 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $145,742 | 2,088 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $158,511 | 1,913 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $128,858 | 1,594 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $83,608 | 1,019 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $16,653 | 228 | Shares | Defined | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||