Position in WPC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$458,529
-$29,967 QoQ
Shares Held
6,413
-10.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#491
of 890 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, 2026Eldridge Investment Advisors, Inc. holds $458,529 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
|
6,413 | $458,529 |
All Filings in WPC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $458,529 | 6,413 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $488,496 | 7,188 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $462,619 | 7,188 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $485,693 | 7,188 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $448,387 | 7,188 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $453,634 | 7,188 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $433,824 | 7,963 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $521,014 | 8,363 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $408,746 | 7,425 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $500,905 | 8,875 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $575,188 | 8,875 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $544,856 | 10,075 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $628,307 | 9,300 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $759,009 | 9,800 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $765,869 | 9,800 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $704,979 | 10,100 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $836,885 | 10,100 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $816,484 | 10,100 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $828,705 | 10,100 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $737,703 | 10,100 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $753,661 | 10,100 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $714,675 | 10,100 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $825,785 | 11,700 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $762,372 | 11,700 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $767,827 | 11,350 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $694,055 | 11,950 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||