Position in WPC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$498,283
+$159,367 QoQ
Shares Held
6,969
+39.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#98
of 253 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026SIGNATUREFD, LLC holds $1,596,244 across 13 REIT - Diversified names. WPC ranks #2 (31.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
22,929 | $608,764 | |
| 2 | WPC |
W. P. Carey Inc.
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|
6,969 | $498,283 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
7,567 | $156,409 | |
| 4 | AAT |
American Assets Trust, Inc.
|
2,371 | $58,539 | |
| 5 | GOOD |
Gladstone Commercial Corp
|
4,686 | $57,637 | |
| 6 | GNL |
Global Net Lease, Inc.
|
6,275 | $56,098 | |
| 7 | CTO |
CTO Realty Growth, Inc.
|
2,492 | $53,602 | |
| 8 | OLP |
One Liberty Properties Inc
|
1,709 | $41,733 |
All Filings in WPC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $498,283 | 6,969 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $338,916 | 4,987 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $284,406 | 4,419 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $294,267 | 4,355 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $267,734 | 4,292 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $271,940 | 4,309 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $231,104 | 4,242 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $376,042 | 6,036 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $372,963 | 6,775 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $408,343 | 7,235 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $475,770 | 7,341 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $235,282 | 4,442 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $184,019 | 2,781 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $244,411 | 3,222 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $227,331 | 2,970 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $267,167 | 3,908 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $343,694 | 4,235 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $301,190 | 3,804 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $267,526 | 3,329 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $194,725 | 2,722 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $175,696 | 2,404 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $114,144 | 1,647 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $95,397 | 1,380 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $73,775 | 1,156 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $66,324 | 1,001 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $206,607 | 3,632 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||