Position in WPC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,392,175
+$124,826 QoQ
Shares Held
33,457
+0.3% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#243
of 891 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, 2026Mutual Advisors, LLC holds $3,125,854 across 3 REIT - Diversified names. WPC ranks #1 (76.5% of the industry book) .
All Filings in WPC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,392,175 | 33,457 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,267,349 | 33,363 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,880,470 | 29,218 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,885,203 | 27,900 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,420,891 | 22,778 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,387,347 | 21,983 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,029,290 | 18,893 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,646,402 | 26,427 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,550,813 | 28,171 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,675,082 | 29,679 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,660,043 | 25,614 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,581,029 | 29,235 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,565,838 | 67,582 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $6,483,803 | 83,716 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $6,557,956 | 83,915 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $5,754,936 | 82,449 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $5,196,977 | 62,720 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,105,451 | 63,155 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $4,968,210 | 60,551 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,347,413 | 59,521 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,108,949 | 55,065 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,701,596 | 52,312 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,414,307 | 48,375 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $3,188,931 | 48,940 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $4,318,710 | 63,839 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $3,646,900 | 62,791 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||