Position in WPC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$346,131
+$21,283 QoQ
Shares Held
4,841
+1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#554
of 890 holders
Holding Since
Dec 2022
15 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, 2026Per Stirling Capital Management, LLC. holds $346,131 across 1 REIT - Diversified name. WPC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
4,841 | $346,131 |
All Filings in WPC
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $346,131 | 4,841 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $324,848 | 4,780 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $300,561 | 4,670 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $506,707 | 7,499 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $559,922 | 8,976 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $460,198 | 7,292 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $391,111 | 7,179 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $467,436 | 7,503 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $418,380 | 7,600 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $492,326 | 8,723 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $550,755 | 8,498 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $452,163 | 8,361 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $594,257 | 8,796 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $672,420 | 8,682 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $824,247 | 10,547 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||