Position in WPC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$440,797
+$9,319 QoQ
Shares Held
6,165
-2.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#500
of 890 holders
Holding Since
Jun 2020
14 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, 2026Dynamic Advisor Solutions LLC holds $715,058 across 2 REIT - Diversified names. WPC ranks #1 (61.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
6,165 | $440,797 | |
| 2 | VICI |
Vici Properties Inc.
|
10,330 | $274,261 |
All Filings in WPC
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $440,797 | 6,165 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $431,478 | 6,349 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $404,245 | 6,281 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $485,625 | 7,187 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $331,424 | 5,313 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $889,093 | 14,088 | Shares | Sole | 2025-04-17 | |
| 2024-09-30 | $797,440 | 12,800 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $745,927 | 13,550 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $701,887 | 12,436 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,220,761 | 18,836 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,059,535 | 19,592 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,274,721 | 18,868 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,482,780 | 19,145 | Shares | Sole | 2023-04-11 | |
| 2020-06-30 | $208,565 | 3,083 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||