Position in WPC
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$4,702,084
+$187,810 QoQ
Shares Held
69,189
-1.4% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
All Filings in WPC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,702,084 | 69,189 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $4,514,274 | 70,141 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $4,739,427 | 70,141 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,375,333 | 70,140 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $4,426,535 | 70,140 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,772,140 | 69,239 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,492,475 | 56,059 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $3,039,200 | 55,208 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $3,092,234 | 54,788 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,534,413 | 54,535 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,949,253 | 54,535 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,317,307 | 34,300 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||