Position in WPC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,355,997
+$5,972 QoQ
Shares Held
18,965
-4.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#317
of 890 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Moors & Cabot, Inc. holds $1,355,997 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
|
18,965 | $1,355,997 |
All Filings in WPC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,355,997 | 18,965 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,350,025 | 19,865 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,297,819 | 20,165 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,339,575 | 19,825 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,314,034 | 21,065 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,329,412 | 21,065 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,162,603 | 21,340 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,718,857 | 27,590 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,520,205 | 27,615 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,540,360 | 27,292 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,755,767 | 27,091 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,501,261 | 27,760 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,794,798 | 26,566 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,048,862 | 26,454 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $2,073,631 | 26,534 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,854,235 | 26,565 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,146,404 | 25,904 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,088,906 | 25,840 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,988,646 | 24,237 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,811,026 | 24,795 | Shares | Sole | 2021-12-08 | |
| 2021-06-30 | $1,798,043 | 24,096 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,646,655 | 23,271 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $521,939 | 7,395 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||