Position in WPC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,102,959
+$175,781 QoQ
Shares Held
15,426
+13.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#341
of 892 holders
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 Jun 30, 2026Atria Investments, Inc holds $3,769,879 across 2 REIT - Diversified names. WPC ranks #2 (29.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
100,449 | $2,666,920 | |
| 2 | WPC |
W. P. Carey Inc.
This page
|
15,426 | $1,102,959 |
All Filings in WPC
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,102,959 | 15,426 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $927,178 | 13,643 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $886,816 | 13,779 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $933,074 | 13,809 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $894,529 | 14,340 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $741,100 | 11,743 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $730,685 | 13,412 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $865,097 | 13,886 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $842,705 | 15,308 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,097,701 | 19,449 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $1,035,858 | 15,983 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,288,240 | 23,821 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,597,253 | 23,642 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,906,276 | 24,613 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,848,247 | 23,650 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,707,795 | 24,467 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,890,367 | 22,814 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,771,609 | 21,915 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,623,359 | 19,785 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,214,362 | 16,626 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,190,039 | 15,948 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,219,336 | 17,232 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,067,522 | 15,125 | Shares | Sole | 2021-02-12 | |
| 2020-03-31 | $446,228 | 7,683 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||