Position in WPC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$61,633
+$9,576 QoQ
Shares Held
862
+12.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#743
of 890 holders
Holding Since
Mar 2020
12 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, 2026Johnson Financial Group, Inc. holds $2,184,146 across 2 REIT - Diversified names. WPC ranks #2 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
79,944 | $2,122,513 | |
| 2 | WPC |
W. P. Carey Inc.
This page
|
862 | $61,633 |
All Filings in WPC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,633 | 862 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $52,057 | 766 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $49,299 | 766 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $131,626 | 1,948 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $47,783 | 766 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $93,529 | 1,482 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $14,709 | 270 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $16,821 | 270 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $14,863 | 270 | Shares | Defined | 2024-08-14 | |
| 2020-09-30 | $55,386 | 850 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $57,502 | 850 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $49,367 | 850 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||