Position in WPC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$667,095
+$33,029 QoQ
Shares Held
9,330
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#427
of 890 holders
Holding Since
Mar 2020
25 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, 2026Old Port Advisors holds $667,095 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
|
9,330 | $667,095 |
All Filings in WPC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $667,095 | 9,330 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $634,066 | 9,330 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $600,864 | 9,336 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $640,360 | 9,477 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $591,175 | 9,477 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $614,880 | 9,743 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $487,051 | 8,940 | Shares | Sole | 2025-01-02 | |
| 2024-09-30 | $581,757 | 9,338 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $489,779 | 8,897 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $546,000 | 9,674 | Shares | Sole | 2024-06-26 | |
| 2023-12-31 | $559,763 | 8,637 | Shares | Sole | 2024-06-26 | |
| 2023-09-30 | $584,605 | 10,810 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $850,555 | 10,982 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $861,134 | 11,019 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $777,501 | 11,139 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $925,794 | 11,173 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $924,486 | 11,436 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $927,903 | 11,309 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $792,776 | 10,854 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $826,864 | 11,081 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $899,996 | 12,719 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $992,637 | 14,064 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $980,723 | 15,051 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $975,107 | 14,414 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $812,655 | 13,992 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||