Position in WPC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$23,299,474
+$502,583 QoQ
Shares Held
342,841
-3.2% QoQ
Ownership
0.150%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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 Mar 31, 2026CWM, LLC holds $32,059,861 across 15 REIT - Diversified names. WPC ranks #1 (72.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
342,841 | $23,299,474 | |
| 2 | VICI |
Vici Properties Inc.
|
253,818 | $6,934,307 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
21,073 | $385,003 | |
| 4 | GNL |
Global Net Lease, Inc.
|
34,316 | $321,197 | |
| 5 | GOOD |
Gladstone Commercial Corp
|
20,603 | $235,492 | |
| 6 | CTO |
CTO Realty Growth, Inc.
|
10,942 | $202,317 | |
| 7 | AAT |
American Assets Trust, Inc.
|
10,736 | $197,649 | |
| 8 | FVR |
FrontView REIT, Inc.
|
10,892 | $168,499 |
All Filings in WPC
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,299,474 | 342,841 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $22,796,891 | 354,209 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $25,080,632 | 371,180 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,116,664 | 17,901 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,188,361 | 18,830 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $966,584 | 17,742 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,097,788 | 17,621 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $985,505 | 17,902 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,233,383 | 21,853 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $1,375,203 | 21,219 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,355,461 | 25,064 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,514,356 | 22,415 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,422,369 | 18,365 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $1,505,325 | 19,262 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,198,534 | 17,171 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,168,159 | 14,098 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,126,829 | 13,939 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,197,027 | 14,589 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $1,457,626 | 19,534 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $1,382,225 | 19,534 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $1,378,709 | 19,534 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $1,272,835 | 19,534 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $1,321,475 | 19,534 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $1,134,534 | 19,534 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||