Position in WPC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$206,635
-$29,526 QoQ
Shares Held
2,890
-16.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#668
of 891 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Derivatives in WPC
reported options exposure · as of Dec 31, 2024CallValue
$45,525
CallShares
46,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Columbia Asset Management holds $206,635 across 1 REIT - Diversified name. WPC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
2,890 | $206,635 |
All Filings in WPC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,635 | 2,890 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $236,161 | 3,475 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $233,305 | 3,625 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $251,698 | 3,725 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $251,079 | 4,025 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $298,194 | 4,725 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $45,525 | 46,000 | Call | Sole | 2025-02-12 | |
| 2024-12-31 | $257,418 | 4,725 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $294,367 | 4,725 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $260,111 | 4,725 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $332 | 5,125 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $332,151 | 5,125 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $336,918 | 6,230 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $527,305 | 7,805 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $592,879 | 7,655 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $643,174 | 8,230 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $645,998 | 9,255 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $784,683 | 9,470 | Shares | Sole | 2022-08-26 | |
| 2021-12-31 | $861,935 | 10,505 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $807,457 | 11,055 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $830,722 | 11,740 | Shares | Sole | 2021-05-28 | |
| 2020-12-31 | $799,671 | 11,330 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $771,494 | 11,840 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,235,627 | 18,265 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,196,447 | 20,600 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||