Position in WPC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$746,245
-$120,245 QoQ
Shares Held
10,437
-18.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#407
of 890 holders
Holding Since
Sep 2024
8 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, 2026Wealthspire Advisors, LLC holds $1,287,827 across 3 REIT - Diversified names. WPC ranks #1 (57.9% of the industry book) .
All Filings in WPC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $746,245 | 10,437 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $866,490 | 12,750 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $776,052 | 12,058 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $792,258 | 11,725 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $745,628 | 11,953 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $761,548 | 12,067 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $649,238 | 11,917 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $721,309 | 11,578 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||