Position in WPC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,151
-$12,916 QoQ
Shares Held
114
-63.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#826
of 891 holders
Holding Since
Jun 2025
5 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, 2026Strategic Wealth Partners, Ltd. holds $11,186 across 3 REIT - Diversified names. WPC ranks #1 (72.9% of the industry book) .
All Filings in WPC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,151 | 114 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $21,067 | 310 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $22,204 | 345 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $7,567 | 112 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $54,270 | 870 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||