Position in WPC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,884,883
-$363,097 QoQ
Shares Held
26,362
-20.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#271
of 892 holders
Holding Since
Mar 2025
6 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, 2026SFMG, LLC holds $2,232,839 across 2 REIT - Diversified names. WPC ranks #1 (84.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
26,362 | $1,884,883 | |
| 2 | FVR |
FrontView REIT, Inc.
|
17,200 | $347,956 |
All Filings in WPC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,884,883 | 26,362 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,247,980 | 33,078 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,365,101 | 36,748 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,601,309 | 38,498 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,385,910 | 38,248 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,430,870 | 38,518 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||