Position in WPC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$215,787
-$18,335 QoQ
Shares Held
3,018
-12.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#652
of 891 holders
Holding Since
Mar 2020
23 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, 2026LVW Advisors, LLC holds $2,898,431 across 3 REIT - Diversified names. WPC ranks #3 (7.4% of the industry book) .
All Filings in WPC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,787 | 3,018 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $234,122 | 3,445 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $220,433 | 3,425 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $230,143 | 3,406 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $212,466 | 3,406 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $214,952 | 3,406 | Shares | Sole | 2025-04-09 | |
| 2024-09-30 | $212,193 | 3,406 | Shares | Sole | 2024-10-09 | |
| 2024-03-31 | $550,120 | 9,747 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $253,083 | 3,905 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $211,182 | 3,905 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $263,821 | 3,905 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $302,442 | 3,905 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $305,175 | 3,905 | Shares | Sole | 2023-01-19 | |
| 2022-06-30 | $323,568 | 3,905 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $315,680 | 3,905 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $320,405 | 3,905 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $277,332 | 3,797 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $283,332 | 3,797 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $268,675 | 3,797 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $267,992 | 3,797 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $247,412 | 3,797 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $315,113 | 4,658 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $224,072 | 3,858 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||