Position in WPC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,567,206
+$328,537 QoQ
Shares Held
35,905
+9.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#235
of 891 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 32%
Shared 1%
None 68%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Cerity Partners LLC holds $24,488,696 across 10 REIT - Diversified names. WPC ranks #2 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
603,967 | $16,035,323 | |
| 2 | WPC |
W. P. Carey Inc.
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|
35,905 | $2,567,206 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
110,391 | $2,281,781 | |
| 4 | SAFE |
Safehold Inc.
|
81,944 | $1,286,520 | |
| 5 | ESRT |
Empire State Realty Trust, Inc.
|
98,335 | $531,991 | |
| 6 | AAT |
American Assets Trust, Inc.
|
20,088 | $495,972 | |
| 7 | CTO |
CTO Realty Growth, Inc.
|
17,116 | $368,164 | |
| 8 | GOOD |
Gladstone Commercial Corp
|
29,575 | $363,772 |
All Filings in WPC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,567,206 | 35,905 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,238,669 | 32,941 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,683,334 | 26,155 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $2,321,907 | 34,363 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $1,926,044 | 30,876 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $2,002,038 | 31,723 | Shares | Other | 2025-04-30 | |
| 2024-12-31 | $1,453,199 | 26,674 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,551,955 | 24,911 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,869,316 | 52,122 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,089,517 | 19,304 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $999,370 | 15,420 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $749,819 | 13,865 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,158,180 | 17,143 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $965,646 | 12,468 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $993,599 | 12,714 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $627,780 | 8,994 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $639,016 | 7,712 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $298,138 | 3,688 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $402,701 | 4,908 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $216,782 | 2,968 | Shares | Sole | 2021-10-25 | |
| No filing history on record for this holder in this stock. | ||||||