Position in WPC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$5,675,678
-$579,276 QoQ
Shares Held
83,515
-14.1% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Mar 31, 2026NEUBERGER BERMAN GROUP LLC holds $11,988,712 across 5 REIT - Diversified names. WPC ranks #1 (47.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
83,515 | $5,675,678 | |
| 2 | VICI |
Vici Properties Inc.
|
171,368 | $4,681,773 | |
| 3 | ESRT |
Empire State Realty Trust, Inc.
|
177,383 | $922,391 | |
| 4 | BNL |
Broadstone Net Lease, Inc.
|
35,109 | $641,441 | |
| 5 | NXDT |
Nexpoint Diversified Real Estate Trust
|
14,439 | $67,429 |
All Filings in WPC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,675,678 | 83,515 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $6,254,954 | 97,187 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,709,930 | 54,905 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $2,414,230 | 38,702 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $1,709,649 | 27,090 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,417,842 | 26,025 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,579,429 | 25,352 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,309,859 | 23,794 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $1,718,993 | 30,457 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $2,386,239 | 36,819 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $3,770,558 | 71,186 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $5,047,610 | 76,282 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $9,621,170 | 126,833 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $9,394,072 | 122,730 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $8,957,569 | 131,027 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $12,735,114 | 156,922 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $8,916,551 | 112,615 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $8,452,597 | 105,181 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $6,728,263 | 94,052 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $6,785,887 | 92,849 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $6,484,346 | 93,563 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $6,474,625 | 93,661 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $6,291,419 | 98,581 | Shares | Defined | 2020-11-12 | |
| 2020-03-31 | $2,934,660 | 51,589 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||