Position in WPC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$400,757
+$60,414 QoQ
Shares Held
5,605
+11.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#519
of 891 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Chicago Partners Investment Group LLC holds $888,852 across 2 REIT - Diversified names. WPC ranks #2 (45.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
18,384 | $488,095 | |
| 2 | WPC |
W. P. Carey Inc.
This page
|
5,605 | $400,757 |
All Filings in WPC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $400,757 | 5,605 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $340,343 | 5,008 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $289,362 | 4,496 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $290,280 | 4,296 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $233,114 | 3,737 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $218,928 | 3,469 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||