Position in WPC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,010,080
+$206,725 QoQ
Shares Held
14,127
+19.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#351
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, 2026Cooper Financial Group holds $1,110,020 across 2 REIT - Diversified names. WPC ranks #1 (91.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
14,127 | $1,010,080 | |
| 2 | GNL |
Global Net Lease, Inc.
|
11,179 | $99,940 |
All Filings in WPC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,010,080 | 14,127 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $803,355 | 11,821 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $753,591 | 11,709 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $796,515 | 11,788 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $748,871 | 12,005 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $746,212 | 11,824 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $648,584 | 11,905 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $724,486 | 11,629 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $598,999 | 10,881 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $601,481 | 10,657 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $719,779 | 11,106 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $625,868 | 11,573 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $763,495 | 11,301 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $887,654 | 11,461 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $882,157 | 11,288 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $875,430 | 12,542 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $977,250 | 11,794 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $944,858 | 11,688 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,014,712 | 12,367 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $991,956 | 13,581 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $987,371 | 13,232 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $846,926 | 11,969 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,285,332 | 18,211 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $435,268 | 6,680 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $502,166 | 7,423 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $404,585 | 6,966 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||