Position in WPC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$27,931
+$1,608 QoQ
Shares Held
411
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 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 Mar 31, 2026Parkside Financial Bank & Trust holds $267,687 across 9 REIT - Diversified names. WPC ranks #2 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
8,441 | $230,607 | |
| 2 | WPC |
W. P. Carey Inc.
This page
|
411 | $27,931 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
192 | $3,507 | |
| 4 | ESRT |
Empire State Realty Trust, Inc.
|
345 | $1,794 | |
| 5 | GOOD |
Gladstone Commercial Corp
|
100 | $1,143 | |
| 6 | GNL |
Global Net Lease, Inc.
|
121 | $1,132 | |
| 7 | JBGS |
JBG SMITH Properties
|
56 | $818 | |
| 8 | AAT |
American Assets Trust, Inc.
|
33 | $607 |
All Filings in WPC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,931 | 411 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $26,323 | 409 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $21,554 | 319 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $18,214 | 292 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $16,155 | 256 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $13,456 | 247 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $15,075 | 242 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $12,826 | 233 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $10,554 | 187 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $12,248 | 189 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,839 | 71 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,795 | 71 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,084 | 14 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $547 | 7 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,046 | 15 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $1,242 | 15 | Shares | Defined | 2022-07-13 | |
| 2022-03-31 | $1,212 | 15 | Shares | Defined | 2022-05-13 | |
| 2020-03-31 | $580 | 10 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||