Position in WPC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$521,807
+$27,466 QoQ
Shares Held
7,298
+0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#470
of 892 holders
Holding Since
Mar 2020
26 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, 2026Diligent Investors, LLC holds $1,275,972 across 2 REIT - Diversified names. WPC ranks #2 (40.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNL |
Broadstone Net Lease, Inc.
|
36,486 | $754,165 | |
| 2 | WPC |
W. P. Carey Inc.
This page
|
7,298 | $521,807 |
All Filings in WPC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $521,807 | 7,298 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $494,341 | 7,274 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $466,610 | 7,250 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $734,080 | 10,864 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $673,267 | 10,793 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $697,113 | 11,046 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $602,712 | 11,063 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $684,614 | 10,989 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $595,365 | 10,815 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $605,996 | 10,737 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $691,781 | 10,674 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $626,679 | 11,588 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $323,679 | 4,791 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $370,133 | 4,779 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $372,775 | 4,770 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $332,177 | 4,759 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $397,727 | 4,800 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $387,304 | 4,791 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $449,798 | 5,482 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $399,090 | 5,464 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $407,723 | 5,464 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $385,925 | 5,454 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $391,295 | 5,544 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $556,336 | 8,538 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $607,023 | 8,973 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $517,725 | 8,914 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||