Position in WPC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,552,622
+$81,288 QoQ
Shares Held
21,715
+0.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#293
of 892 holders
Holding Since
Mar 2020
26 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, 2026Belpointe Asset Management LLC holds $2,065,717 across 3 REIT - Diversified names. WPC ranks #1 (75.2% 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 | $1,552,622 | 21,715 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,471,334 | 21,650 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,419,395 | 22,054 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,608,841 | 23,810 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,482,647 | 23,768 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,465,477 | 23,221 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $1,032,014 | 18,943 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,308,798 | 21,008 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,053,822 | 19,143 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $937,073 | 16,603 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,103,779 | 17,031 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $860,953 | 15,920 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $835,919 | 12,373 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $3,387,740 | 43,741 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,425,157 | 43,828 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,995,231 | 28,585 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,606,903 | 19,393 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,595,458 | 19,736 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,608,918 | 19,609 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,422,088 | 19,470 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,406,512 | 18,849 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $602,167 | 8,510 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $495,753 | 7,024 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $501,080 | 7,690 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $508,863 | 7,522 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $424,332 | 7,306 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||