Position in WPC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,014,227
+$442,480 QoQ
Shares Held
14,185
+68.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#352
of 898 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026NewEdge Advisors, LLC holds $5,178,837 across 9 REIT - Diversified names. WPC ranks #2 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
132,052 | $3,505,980 | |
| 2 | WPC |
W. P. Carey Inc.
This page
|
14,185 | $1,014,227 | |
| 3 | OLP |
One Liberty Properties Inc
|
21,218 | $518,143 | |
| 4 | ESRT |
Empire State Realty Trust, Inc.
|
11,484 | $62,128 | |
| 5 | GNL |
Global Net Lease, Inc.
|
6,064 | $54,212 | |
| 6 | CTO |
CTO Realty Growth, Inc.
|
624 | $13,422 | |
| 7 | GOOD |
Gladstone Commercial Corp
|
457 | $5,621 | |
| 8 | NXDT |
Nexpoint Diversified Real Estate Trust
|
663 | $3,440 |
All Filings in WPC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,014,227 | 14,185 | Shares | Sole | 2026-08-12 | |
| 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 | $464,222 | 8,584 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $491,633 | 7,277 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,047,975 | 13,531 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,123,093 | 14,371 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $583,527 | 8,360 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,123,746 | 13,562 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $770,203 | 9,387 | Shares | Sole | 2022-02-17 | |
| 2020-03-31 | $276,925 | 4,768 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||