Position in WPC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$379,379
-$25,254 QoQ
Shares Held
5,306
-10.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#529
of 890 holders
Holding Since
Mar 2022
10 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Aptus Capital Advisors, LLC holds $776,056 across 2 REIT - Diversified names. WPC ranks #2 (48.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNL |
Broadstone Net Lease, Inc.
|
19,191 | $396,677 | |
| 2 | WPC |
W. P. Carey Inc.
This page
|
5,306 | $379,379 |
All Filings in WPC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,379 | 5,306 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $404,633 | 5,954 | Shares | Other | 2026-05-11 | |
| 2025-09-30 | $229,940 | 3,403 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $207,600 | 3,328 | Shares | Sole | 2025-08-11 | |
| 2023-06-30 | $221,663 | 3,281 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $282,614 | 3,649 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $322,758 | 4,130 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $270,264 | 3,872 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $314,121 | 3,791 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $308,485 | 3,816 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||