Position in WPC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$622,050
+$33,517 QoQ
Shares Held
8,700
+0.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#434
of 892 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Wellington Shields & Co., LLC holds $622,050 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
|
8,700 | $622,050 |
All Filings in WPC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $622,050 | 8,700 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $588,533 | 8,660 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $557,357 | 8,660 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $600,697 | 8,890 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $575,767 | 9,230 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $519,395 | 8,230 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $429,302 | 7,880 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $495,658 | 7,956 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $448,987 | 8,156 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $460,324 | 8,156 | Shares | Sole | 2024-05-23 | |
| 2023-12-31 | $578,753 | 8,930 | Shares | Sole | 2024-05-23 | |
| 2023-09-30 | $527,712 | 9,758 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $905,168 | 13,398 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,164,150 | 15,031 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,221,718 | 15,633 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,230,503 | 17,629 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,445,160 | 17,441 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,928,196 | 23,852 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,583,729 | 19,302 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,353,869 | 18,536 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,397,930 | 18,734 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,325,334 | 18,730 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,321,751 | 18,727 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,382,956 | 21,224 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,354,421 | 20,021 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,191,685 | 20,518 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||