Position in WPC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,644
-$122 QoQ
Shares Held
23
-11.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#863
of 890 holders
Holding Since
Mar 2021
22 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, 2026MV CAPITAL MANAGEMENT, INC. holds $5,095 across 2 REIT - Diversified names. WPC ranks #2 (32.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
130 | $3,451 | |
| 2 | WPC |
W. P. Carey Inc.
This page
|
23 | $1,644 |
All Filings in WPC
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,644 | 23 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,766 | 26 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,415 | 22 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $1,486 | 22 | Shares | Sole | 2026-02-23 | |
| 2025-06-30 | $1,372 | 22 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,325 | 21 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $28,928 | 531 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $47,472 | 762 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $110,870 | 2,014 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $213,907 | 3,790 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $277,970 | 4,289 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $274,888 | 5,083 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $343,407 | 5,083 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $393,678 | 5,083 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $397,236 | 5,083 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $354,793 | 5,083 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $421,177 | 5,083 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $410,909 | 5,083 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $417,060 | 5,083 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $371,262 | 5,083 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $379,293 | 5,083 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $91,917 | 1,299 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||