Position in WPC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$226,655
-$7,467 QoQ
Shares Held
3,170
-8.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#643
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, 2026Sawyer & Company, Inc holds $226,655 across 1 REIT - Diversified name. WPC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
3,170 | $226,655 |
All Filings in WPC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,655 | 3,170 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $234,122 | 3,445 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $231,374 | 3,595 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $397,649 | 5,885 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $367,106 | 5,885 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $371,402 | 5,885 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $322,521 | 5,920 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $417,098 | 6,695 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $368,559 | 6,695 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $377,865 | 6,695 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $446,864 | 6,895 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $404,248 | 7,475 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $546,222 | 8,085 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $829,489 | 10,710 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $836,986 | 10,710 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $760,470 | 10,895 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $902,759 | 10,895 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $880,752 | 10,895 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $893,934 | 10,895 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $830,464 | 11,370 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $757,019 | 10,145 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $717,860 | 10,145 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $718,857 | 10,185 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $707,637 | 10,860 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $746,518 | 11,035 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $640,912 | 11,035 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||