Position in WPC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,129,485
+$545,097 QoQ
Shares Held
15,797
+83.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#338
of 891 holders
Holding Since
Sep 2022
7 quarters on record
Voting authority
Sole 70%
Shared 25%
None 6%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Savant Capital, LLC holds $1,390,683 across 2 REIT - Diversified names. WPC ranks #1 (81.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
15,797 | $1,129,485 | |
| 2 | VICI |
Vici Properties Inc.
|
9,838 | $261,198 |
All Filings in WPC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,129,485 | 15,797 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $584,388 | 8,599 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $347,093 | 5,393 | Shares | Sole | 2026-02-10 | |
| 2024-12-31 | $660,624 | 12,126 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,314,841 | 21,105 | Shares | Sole | 2024-11-04 | |
| 2023-06-30 | $200,045 | 2,961 | Shares | Sole | 2023-08-04 | |
| 2022-09-30 | $232,224 | 3,327 | Shares | Sole | 2022-10-31 | |
| No filing history on record for this holder in this stock. | ||||||