Position in WPC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$260,546
-$148 QoQ
Shares Held
3,644
-5.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#608
of 891 holders
Holding Since
Mar 2024
8 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, 2026MATHER GROUP, LLC. holds $541,206 across 2 REIT - Diversified names. WPC ranks #2 (48.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
10,571 | $280,660 | |
| 2 | WPC |
W. P. Carey Inc.
This page
|
3,644 | $260,546 |
All Filings in WPC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,546 | 3,644 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $260,694 | 3,836 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $2,297 | 34 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $2,145 | 34 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $3,214 | 59 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,305 | 37 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $7,156 | 130 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $1,749 | 31 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||