Position in WPC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$24,655,202
+$1,828,798 QoQ
Shares Held
344,828
+2.7% QoQ
Ownership
0.151%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#71
of 892 holders
Holding Since
Mar 2020
26 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, 2026Cetera Investment Advisers holds $50,648,529 across 8 REIT - Diversified names. WPC ranks #1 (48.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
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|
344,828 | $24,655,202 | |
| 2 | BNL |
Broadstone Net Lease, Inc.
|
760,243 | $15,714,222 | |
| 3 | VICI |
Vici Properties Inc.
|
316,517 | $8,403,526 | |
| 4 | GNL |
Global Net Lease, Inc.
|
119,273 | $1,066,300 | |
| 5 | GOOD |
Gladstone Commercial Corp
|
45,624 | $561,175 | |
| 6 | NXDT |
Nexpoint Diversified Real Estate Trust
|
26,941 | $139,823 | |
| 7 | ESRT |
Empire State Realty Trust, Inc.
|
20,015 | $108,281 | |
| 8 | SQFT |
Presidio Property Trust, Inc.
|
10,717 | $0 |
All Filings in WPC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,655,202 | 344,828 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $22,826,404 | 335,880 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $22,520,465 | 349,914 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $23,968,565 | 354,722 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $17,320,430 | 277,660 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $18,052,173 | 286,043 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $13,809,535 | 253,479 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $22,351,371 | 358,770 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $19,939,440 | 362,206 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $20,337,363 | 360,336 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $7,494,433 | 115,637 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,209,528 | 96,330 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,725,730 | 99,552 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $8,074,936 | 104,260 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,086,570 | 103,475 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,447,792 | 63,722 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,855,722 | 46,533 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,562,530 | 56,439 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,455,069 | 54,297 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,034,071 | 55,231 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $3,880,015 | 51,997 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,469,150 | 49,027 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,083,357 | 43,686 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $801,728 | 12,304 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $758,559 | 11,213 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $504,889 | 8,693 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||