Position in WPC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$914,628
+$21,974 QoQ
Shares Held
12,792
-2.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#367
of 890 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, 2026VISTA INVESTMENT MANAGEMENT holds $914,628 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
|
12,792 | $914,628 |
All Filings in WPC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $914,628 | 12,792 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $892,654 | 13,135 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $849,616 | 13,201 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $925,776 | 13,701 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $854,793 | 13,703 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $870,034 | 13,786 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $819,597 | 15,044 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $927,397 | 14,886 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $792,940 | 14,404 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $771,760 | 13,674 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $871,564 | 13,448 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $720,724 | 13,327 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $925,504 | 13,699 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $926,844 | 11,967 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $986,643 | 12,625 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $824,965 | 11,819 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $976,919 | 11,790 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $963,532 | 11,919 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $977,297 | 11,911 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $874,215 | 11,969 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $807,313 | 10,819 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $746,376 | 10,548 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $667,192 | 9,453 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $678,120 | 10,407 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $623,259 | 9,213 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $222,155 | 3,825 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||