Position in WPC
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$571,747
-$12,126 QoQ
Shares Held
8,413
-7.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Mar 31, 2026NewEdge Advisors, LLC holds $2,764,420 across 9 REIT - Diversified names. WPC ranks #2 (20.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
73,912 | $2,019,275 | |
| 2 | WPC |
W. P. Carey Inc.
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|
8,413 | $571,747 | |
| 3 | ESRT |
Empire State Realty Trust, Inc.
|
11,165 | $58,058 | |
| 4 | GNL |
Global Net Lease, Inc.
|
5,944 | $55,635 | |
| 5 | OLP |
One Liberty Properties Inc
|
1,936 | $41,546 | |
| 6 | CTO |
CTO Realty Growth, Inc.
|
564 | $10,428 | |
| 7 | GOOD |
Gladstone Commercial Corp
|
303 | $3,463 | |
| 8 | NXDT |
Nexpoint Diversified Real Estate Trust
|
607 | $2,834 |
All Filings in WPC
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $571,747 | 8,413 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $583,873 | 9,072 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $525,289 | 7,774 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $383,200 | 6,143 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $454,644 | 7,204 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $446,518 | 8,196 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $480,395 | 7,711 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $517,139 | 9,394 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $523,142 | 9,269 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $602,927 | 9,303 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $454,674 | 8,584 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $481,522 | 7,277 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,026,421 | 13,531 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,099,993 | 14,371 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $571,525 | 8,360 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,100,633 | 13,562 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $754,361 | 9,387 | Shares | Sole | 2022-02-17 | |
| 2020-03-31 | $271,229 | 4,768 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||