Position in WPC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,416,558
+$7,204 QoQ
Shares Held
19,812
-4.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#313
of 898 holders
Holding Since
Mar 2024
10 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, 2026Summit Financial, LLC holds $6,067,884 across 3 REIT - Diversified names. WPC ranks #3 (23.3% of the industry book) .
All Filings in WPC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,416,558 | 19,812 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,409,354 | 20,738 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,315,582 | 20,441 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,437,822 | 21,279 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,308,545 | 20,977 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,217,644 | 19,294 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $951,057 | 17,457 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,120,154 | 17,980 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,177,354 | 21,387 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $555,934 | 9,850 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||