Position in WPC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$860,931
+$42,625 QoQ
Shares Held
12,041
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#378
of 892 holders
Holding Since
Mar 2025
6 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, 2026Waldron Private Wealth LLC holds $1,421,030 across 2 REIT - Diversified names. WPC ranks #1 (60.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
12,041 | $860,931 | |
| 2 | GNL |
Global Net Lease, Inc.
|
62,651 | $560,099 |
All Filings in WPC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $860,931 | 12,041 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $818,306 | 12,041 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,935,562 | 30,074 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,032,100 | 30,074 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,876,016 | 30,074 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,897,970 | 30,074 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||