Position in WPC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$358,358
+$2,112 QoQ
Shares Held
5,012
-4.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#546
of 890 holders
Holding Since
Mar 2023
10 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, 2026CHOREO, LLC holds $660,762 across 2 REIT - Diversified names. WPC ranks #1 (54.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
5,012 | $358,358 | |
| 2 | VICI |
Vici Properties Inc.
|
11,390 | $302,404 |
All Filings in WPC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $358,358 | 5,012 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $356,246 | 5,242 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $511,790 | 7,952 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $556,574 | 8,237 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $419,879 | 6,731 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $366,353 | 5,805 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $299,313 | 5,494 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $533,474 | 8,563 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $420,251 | 7,634 | Shares | Sole | 2024-08-07 | |
| 2023-03-31 | $201,292 | 2,599 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||