Position in WPC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$264,621
+$17,672 QoQ
Shares Held
3,701
-3.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#605
of 890 holders
Holding Since
Jun 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Capital Investment Advisors, LLC holds $12,947,650 across 3 REIT - Diversified names. WPC ranks #2 (2.0% of the industry book) .
All Filings in WPC
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,621 | 3,701 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $246,949 | 3,837 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $258,657 | 3,828 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $222,072 | 3,560 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $219,433 | 3,477 | Shares | Sole | 2025-04-14 | |
| 2024-09-30 | $203,596 | 3,268 | Shares | Sole | 2024-10-17 | |
| 2023-12-31 | $380,564 | 5,872 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $354,440 | 6,554 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $449,003 | 6,646 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $523,484 | 6,759 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $452,644 | 5,792 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $393,950 | 5,644 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $442,306 | 5,338 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $429,422 | 5,312 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $453,326 | 5,525 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $417,715 | 5,719 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $486,074 | 6,514 | Shares | Sole | 2021-07-14 | |
| No filing history on record for this holder in this stock. | ||||||