Position in WPC
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$262,597
-$17,111 QoQ
Shares Held
3,864
-11.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
19 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 Mar 31, 2026Sunbelt Securities, Inc. holds $467,834 across 11 REIT - Diversified names. WPC ranks #1 (56.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
3,864 | $262,597 | |
| 2 | VICI |
Vici Properties Inc.
|
5,042 | $137,747 | |
| 3 | GNL |
Global Net Lease, Inc.
|
6,724 | $62,936 | |
| 4 | CTO |
CTO Realty Growth, Inc.
|
102 | $1,885 | |
| 5 | ESRT |
Empire State Realty Trust, Inc.
|
158 | $821 | |
| 6 | SAFE |
Safehold Inc.
|
48 | $649 | |
| 7 | GOOD |
Gladstone Commercial Corp
|
56 | $640 | |
| 8 | AAT |
American Assets Trust, Inc.
|
22 | $405 |
All Filings in WPC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $262,597 | 3,864 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $279,708 | 4,346 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $420,015 | 6,216 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $316,828 | 5,079 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $424,162 | 6,721 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $276,703 | 5,079 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $185,031 | 2,970 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $161,791 | 2,939 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $159,330 | 2,823 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $181,792 | 2,805 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $143,420 | 2,652 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $183,019 | 2,709 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $220,112 | 2,842 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $218,741 | 2,799 | Shares | Sole | 2023-02-08 | |
| 2021-12-31 | $642,123 | 7,826 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $527,860 | 7,227 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $539,278 | 7,227 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $535,087 | 7,562 | Shares | Sole | 2021-05-27 | |
| 2020-12-31 | $438,160 | 6,208 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||