Position in WPC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,681,608
-$98,604 QoQ
Shares Held
23,519
-10.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#284
of 890 holders
Holding Since
Jun 2020
8 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, 2026NorthRock Partners, LLC holds $1,681,608 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
|
23,519 | $1,681,608 |
All Filings in WPC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,681,608 | 23,519 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,780,212 | 26,195 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,473,650 | 22,897 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,353,359 | 20,029 | Shares | Sole | 2025-11-14 | |
| 2024-09-30 | $230,260 | 3,696 | Shares | Sole | 2025-04-22 | |
| 2022-09-30 | $421,382 | 6,037 | Shares | Sole | 2022-11-02 | |
| 2020-09-30 | $209,424 | 3,214 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $241,984 | 3,577 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||