Position in WPC
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$823,131
+$33,370 QoQ
Shares Held
12,112
-1.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
9 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 Mar 31, 2026Financial Gravity Asset Management, Inc. holds $966,266 across 3 REIT - Diversified names. WPC ranks #1 (85.2% of the industry book) .
All Filings in WPC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $823,131 | 12,112 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $789,761 | 12,271 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $829,151 | 12,271 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $85,766 | 1,359 | Shares | Sole | 2025-04-30 | |
| 2024-06-30 | $74,812 | 1,359 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $76,701 | 1,359 | Shares | Sole | 2024-06-26 | |
| 2023-12-31 | $88,076 | 1,359 | Shares | Sole | 2024-06-26 | |
| 2022-09-30 | $86,130 | 1,260 | Shares | Sole | 2022-11-03 | |
| 2020-03-31 | $3,354 | 59 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||