Position in WPC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,021,948
-$227,663 QoQ
Shares Held
28,279
-14.6% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#265
of 891 holders
Holding Since
Sep 2021
13 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 Jun 30, 2026Swiss Life Asset Management Ltd holds $14,046,468 across 5 REIT - Diversified names. WPC ranks #2 (14.4% of the industry book) .
All Filings in WPC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,021,948 | 28,279 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $2,249,611 | 33,102 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $918,288 | 14,268 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,066,966 | 30,590 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $5,777,884 | 92,624 | Shares | Defined | 2025-12-02 | |
| 2025-03-31 | $1,379,394 | 21,857 | Shares | Sole | 2025-12-02 | |
| 2024-12-31 | $814,693 | 14,954 | Shares | Sole | 2025-12-09 | |
| 2024-09-30 | $345,266 | 5,542 | Shares | Sole | 2025-12-09 | |
| 2023-12-31 | $707,790 | 10,921 | Shares | Defined | 2025-12-09 | |
| 2022-06-30 | $301,858 | 3,643 | Shares | Defined | 2025-12-09 | |
| 2022-03-31 | $303,635 | 3,756 | Shares | Defined | 2025-12-09 | |
| 2021-12-31 | $1,670,948 | 20,365 | Shares | Defined | 2025-12-29 | |
| 2021-09-30 | $424,289 | 5,809 | Shares | Defined | 2025-12-29 | |
| No filing history on record for this holder in this stock. | ||||||