Position in WPC
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$3,573,948
+$385,554 QoQ
Shares Held
52,589
+6.2% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Derivatives in WPC
reported options exposure · as of Mar 31, 2023CallValue
$0
CallShares
0
PutValue
$53,099
PutShares
700
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Diversified
Real Estate · as of Mar 31, 2026HighTower Advisors, LLC holds $128,030,978 across 6 REIT - Diversified names. WPC ranks #2 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
4,354,207 | $118,956,935 | |
| 2 | WPC |
W. P. Carey Inc.
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|
52,589 | $3,573,948 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
167,581 | $3,061,704 | |
| 4 | GNL |
Global Net Lease, Inc.
|
126,220 | $1,181,419 | |
| 5 | CTO |
CTO Realty Growth, Inc.
|
45,489 | $841,091 | |
| 6 | AAT |
American Assets Trust, Inc.
|
22,590 | $415,881 |
All Filings in WPC
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,573,948 | 52,589 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,188,394 | 49,540 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,163,627 | 46,820 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,921,193 | 46,829 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,022,022 | 47,885 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,417,876 | 44,381 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,752,912 | 44,188 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,534,832 | 46,046 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,619,098 | 46,405 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,841,075 | 43,837 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,885,680 | 54,480 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,410,654 | 66,656 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $53,099 | 700 | Put | Sole | 2023-05-12 | |
| 2023-03-31 | $21,417,010 | 282,334 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $21,942,084 | 286,665 | Shares | Sole | 2023-02-09 | |
| 2022-12-31 | $535 | 7 | Put | Sole | 2023-02-09 | |
| 2022-09-30 | $19,786,064 | 289,421 | Shares | Sole | 2022-11-09 | |
| 2022-09-30 | $410 | 6 | Put | Sole | 2022-11-09 | |
| 2022-06-30 | $20,909,198 | 257,643 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $20,939,703 | 264,466 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $20,122,343 | 250,395 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $17,374,361 | 242,870 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $17,634,070 | 241,281 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $14,169,256 | 204,449 | Shares | Sole | 2021-05-10 | |
| 2020-09-30 | $31,909 | 500 | Put | Sole | 2020-11-13 | |
| 2020-09-30 | $11,321,568 | 177,399 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $99,387 | 1,500 | Put | Sole | 2020-08-10 | |
| 2020-06-30 | $11,616,590 | 175,322 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $10,485,628 | 184,329 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||