Position in WPC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,650
+$379 QoQ
Shares Held
107
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#224
of 253 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Bogart Wealth, LLC holds $9,062,456 across 5 REIT - Diversified names. WPC ranks #4 (0.1% of the industry book) .
All Filings in WPC
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,650 | 107 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $7,271 | 107 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $6,436 | 100 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $6,757 | 100 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $6,238 | 100 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $6,311 | 100 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $5,448 | 100 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $6,230 | 100 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $5,505 | 100 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $5,644 | 100 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $6,481 | 100 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $900 | 17 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,124 | 17 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,289 | 17 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,301 | 17 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,162 | 17 | Shares | Sole | 2022-11-03 | |
| No filing history on record for this holder in this stock. | ||||||