Position in WPC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$269,626
+$31,834 QoQ
Shares Held
3,771
+7.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#600
of 890 holders
Holding Since
Sep 2020
13 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, 2026Prospera Financial Services Inc holds $392,711 across 2 REIT - Diversified names. WPC ranks #1 (68.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
3,771 | $269,626 | |
| 2 | GNL |
Global Net Lease, Inc.
|
13,768 | $123,085 |
All Filings in WPC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,626 | 3,771 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $237,792 | 3,499 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $226,225 | 3,515 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $257,711 | 3,814 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $287,322 | 4,606 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $258,435 | 4,095 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $294,192 | 5,400 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $381,026 | 6,116 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $338,227 | 6,144 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $319,111 | 5,654 | Shares | Sole | 2024-08-13 | |
| 2022-06-30 | $109,209 | 1,318 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $152,302 | 1,884 | Shares | Sole | 2022-05-04 | |
| 2020-09-30 | $66,984 | 1,028 | Shares | Sole | 2020-11-04 | |
| No filing history on record for this holder in this stock. | ||||||