Position in WPC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,705,631
+$128,588 QoQ
Shares Held
37,841
-0.2% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
2.30%
of 13F equity value
Holder Rank
#232
of 891 holders
Holding Since
Mar 2020
26 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, 2026Capital Square, LLC holds $2,705,631 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.
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|
37,841 | $2,705,631 |
All Filings in WPC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,705,631 | 37,841 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,577,043 | 37,920 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,458,101 | 38,193 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,957,606 | 43,771 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $2,822,071 | 45,240 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,926,095 | 46,365 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,630,784 | 48,289 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,177,237 | 50,999 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,459,028 | 44,669 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,575,695 | 45,636 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,749,499 | 42,424 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,405,587 | 44,482 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,058,169 | 45,266 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,961,842 | 38,242 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $3,061,682 | 39,177 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,826,060 | 40,488 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,398,750 | 41,018 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,363,106 | 41,602 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $3,608,149 | 43,975 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $3,402,421 | 46,583 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $3,596,608 | 48,199 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,335,272 | 47,135 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $3,479,805 | 49,303 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,300,941 | 50,659 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,380,539 | 49,971 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $2,788,304 | 48,008 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||