Position in WPC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,223,007
+$104,046 QoQ
Shares Held
17,105
+3.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#326
of 892 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Crossmark Global Holdings, Inc. holds $2,216,136 across 2 REIT - Diversified names. WPC ranks #1 (55.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
17,105 | $1,223,007 | |
| 2 | VICI |
Vici Properties Inc.
|
37,406 | $993,129 |
All Filings in WPC
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,223,007 | 17,105 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,118,961 | 16,465 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,030,532 | 16,012 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,025,780 | 15,181 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $955,723 | 15,321 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $950,184 | 15,056 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $821,503 | 15,079 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $939,545 | 15,081 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $779,121 | 14,153 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $866,974 | 15,361 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $978,955 | 15,105 | Shares | Sole | 2024-02-13 | |
| 2023-03-31 | $215,853 | 2,787 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||