Position in WPC
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$265,519
+$63,294 QoQ
Shares Held
3,907
+20.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
8 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 Mar 31, 2026RITHOLTZ WEALTH MANAGEMENT holds $5,444,891 across 3 REIT - Diversified names. WPC ranks #3 (4.9% of the industry book) .
All Filings in WPC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $265,519 | 3,907 | Shares | Sole | 2026-04-20 | |
| 2024-09-30 | $202,225 | 3,246 | Shares | Sole | 2024-10-10 | |
| 2023-12-31 | $207,780 | 3,206 | Shares | Sole | 2024-01-18 | |
| 2023-06-30 | $235,897 | 3,565 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $197,607 | 2,605 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $246,084 | 3,215 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $365,065 | 5,340 | Shares | Sole | 2022-10-19 | |
| 2021-06-30 | $309,296 | 4,232 | Shares | Sole | 2021-07-20 | |
| No filing history on record for this holder in this stock. | ||||||