Position in WPC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$607,678
-$206,143 QoQ
Shares Held
8,499
-29.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#441
of 891 holders
Holding Since
Jun 2021
14 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, 2026Venture Visionary Partners LLC holds $901,078 across 2 REIT - Diversified names. WPC ranks #1 (67.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
8,499 | $607,678 | |
| 2 | JBGS |
JBG SMITH Properties
|
20,000 | $293,400 |
All Filings in WPC
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $607,678 | 8,499 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $813,821 | 11,975 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $641,540 | 9,968 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $219,577 | 3,520 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $233,128 | 3,694 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $200,606 | 3,220 | Shares | Sole | 2024-10-21 | |
| 2024-03-31 | $233,887 | 4,144 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $231,371 | 3,570 | Shares | Sole | 2024-02-15 | |
| 2022-09-30 | $338,110 | 4,844 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $442,803 | 5,344 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $432,009 | 5,344 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $438,475 | 5,344 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $390,325 | 5,344 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $398,769 | 5,344 | Shares | Sole | 2021-08-05 | |
| No filing history on record for this holder in this stock. | ||||||