Position in WPC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$568,568
+$126,081 QoQ
Shares Held
7,952
+22.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#450
of 890 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 2%
None 98%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026GeoWealth Management, LLC holds $2,889,421 across 4 REIT - Diversified names. WPC ranks #2 (19.7% of the industry book) .
All Filings in WPC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $568,568 | 7,952 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $442,487 | 6,511 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $447,108 | 6,947 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $496,166 | 7,343 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $273,785 | 4,389 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $249,473 | 3,953 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $205,062 | 3,764 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $246,832 | 3,962 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $297,435 | 5,403 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $457,502 | 8,106 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $292,876 | 4,519 | Shares | Other | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||