Position in WPC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$23,752,300
+$22,837,219 QoQ
Shares Held
332,200
+2367.1% QoQ
Ownership
0.146%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#75
of 892 holders
Holding Since
Sep 2023
12 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, 2026Waverly Advisors, LLC holds $24,690,338 across 2 REIT - Diversified names. WPC ranks #1 (96.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
332,200 | $23,752,300 | |
| 2 | VICI |
Vici Properties Inc.
|
35,331 | $938,038 |
All Filings in WPC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,752,300 | 332,200 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $915,081 | 13,465 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $866,414 | 13,462 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $758,202 | 11,221 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $621,242 | 9,959 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $624,789 | 9,900 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $536,410 | 9,846 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $710,406 | 11,403 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $829,548 | 15,069 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $867,030 | 15,362 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,083,946 | 16,725 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $969,870 | 17,934 | Shares | Other | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||