Position in WPC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$98,598
+$6,037 QoQ
Shares Held
1,379
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#719
of 891 holders
Holding Since
Dec 2024
7 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, 2026Winch Advisory Services, LLC holds $98,598 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
|
1,379 | $98,598 |
All Filings in WPC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $98,598 | 1,379 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $92,561 | 1,362 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $86,499 | 1,344 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $89,597 | 1,326 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $81,530 | 1,307 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $81,285 | 1,288 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $69,080 | 1,268 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||