Position in WPC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$51,766
+$2,563 QoQ
Shares Held
724
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#748
of 890 holders
Holding Since
Mar 2020
10 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, 2026Bank Julius Baer & Co. Ltd, Zurich holds $131,548 across 2 REIT - Diversified names. WPC ranks #2 (39.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
3,005 | $79,782 | |
| 2 | WPC |
W. P. Carey Inc.
This page
|
724 | $51,766 |
All Filings in WPC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,766 | 724 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $49,203 | 724 | Shares | Sole | 2026-05-05 | |
| 2023-06-30 | $53,237 | 788 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $61,882 | 799 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $62,519 | 800 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $55,211 | 791 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $66,702 | 805 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $105,334 | 1,303 | Shares | Sole | 2022-05-09 | |
| 2020-06-30 | $40,725 | 602 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $173,891 | 2,994 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||