Position in WPC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$627,882
-$340,221 QoQ
Shares Held
9,239
-38.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
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)
Position in REIT - Diversified
Real Estate · as of Mar 31, 2026Arax Advisory Partners holds $1,716,922 across 13 REIT - Diversified names. WPC ranks #1 (36.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
9,239 | $627,882 | |
| 2 | BNL |
Broadstone Net Lease, Inc.
|
21,160 | $386,593 | |
| 3 | GOOD |
Gladstone Commercial Corp
|
21,294 | $243,390 | |
| 4 | JBGS |
JBG SMITH Properties
|
13,567 | $198,213 | |
| 5 | VICI |
Vici Properties Inc.
|
6,430 | $175,667 | |
| 6 | AHRT |
AH Realty Trust, Inc.
|
8,293 | $45,611 | |
| 7 | OLP |
One Liberty Properties Inc
|
689 | $14,785 | |
| 8 | ESRT |
Empire State Realty Trust, Inc.
|
2,209 | $11,486 |
All Filings in WPC
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $627,882 | 9,239 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $968,103 | 15,042 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,249,774 | 18,496 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $656,299 | 10,521 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $658,111 | 10,428 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $614,425 | 11,278 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $919,548 | 14,760 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $880,304 | 15,991 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $958,069 | 16,975 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,096,714 | 16,922 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $886,202 | 16,731 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,097,303 | 16,583 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,351,923 | 17,822 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,355,952 | 17,715 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $1,138,539 | 16,654 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,294,839 | 15,955 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $1,257,889 | 15,887 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $894,112 | 11,126 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $786,342 | 10,992 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $996,955 | 13,641 | Shares | Sole | 2021-08-02 | |
| 2020-12-31 | $781,564 | 11,306 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $678,404 | 10,630 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $836,779 | 12,629 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,122,804 | 19,738 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||