Position in WPC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,220,648
+$60,979 QoQ
Shares Held
17,072
+0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#327
of 890 holders
Holding Since
Mar 2020
26 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, 2026HARBOR INVESTMENT ADVISORY, LLC holds $1,220,648 across 1 REIT - Diversified name. WPC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
17,072 | $1,220,648 |
All Filings in WPC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,220,648 | 17,072 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,159,669 | 17,064 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,104,031 | 17,154 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,158,622 | 17,147 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,069,317 | 17,142 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $1,090,730 | 17,283 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $935,639 | 17,174 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,069,192 | 17,162 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $944,602 | 17,159 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $968,058 | 17,152 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,109,806 | 17,124 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,081,167 | 19,992 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,125,481 | 16,659 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,304,025 | 16,837 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,307,683 | 16,733 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $974,197 | 13,957 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,039,975 | 12,551 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,017,048 | 12,581 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,063,039 | 12,956 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $955,947 | 13,088 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $972,522 | 13,033 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $893,769 | 12,631 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $679,685 | 9,630 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $602,860 | 9,252 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $631,648 | 9,337 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $542,234 | 9,336 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||