Position in WPC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$393,035
+$37,253 QoQ
Shares Held
5,497
-0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#522
of 892 holders
Holding Since
Mar 2023
13 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, 2026True North Advisors, LLC holds $393,035 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
|
5,497 | $393,035 |
All Filings in WPC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $393,035 | 5,497 | Shares | Sole | 2026-07-22 | |
| 2025-12-31 | $355,782 | 5,528 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $382,446 | 5,660 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $365,484 | 5,859 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $369,761 | 5,859 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $319,198 | 5,859 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $365,015 | 5,859 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $326,941 | 5,939 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $335,197 | 5,939 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $384,906 | 5,939 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $321,181 | 5,939 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $401,238 | 5,939 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $459,975 | 5,939 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||