Position in WPC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$251,251
+$12,576 QoQ
Shares Held
3,514
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#620
of 892 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, 2026D.B. Root & Company, LLC holds $251,251 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
|
3,514 | $251,251 |
All Filings in WPC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,251 | 3,514 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $238,675 | 3,512 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $231,116 | 3,591 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $276,428 | 4,091 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $255,071 | 4,089 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $257,993 | 4,088 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $226,963 | 4,166 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $253,249 | 4,065 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $420,086 | 7,631 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $478,554 | 8,479 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $910,256 | 14,045 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,058,886 | 19,580 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,374,169 | 20,340 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,680,510 | 21,698 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,693,588 | 21,671 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,508,237 | 21,608 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $500,971 | 6,046 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $490,779 | 6,071 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $515,438 | 6,282 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $439,700 | 6,020 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $449,212 | 6,020 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $527,374 | 7,453 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $586,166 | 8,305 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $574,124 | 8,811 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $591,937 | 8,750 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $544,209 | 9,370 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||