Position in WPC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$293,722
+$55,998 QoQ
Shares Held
4,108
+17.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#582
of 896 holders
Holding Since
Jun 2020
23 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, 2026Symphony Financial, Ltd. Co. holds $293,722 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
|
4,108 | $293,722 |
All Filings in WPC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,722 | 4,108 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $237,724 | 3,498 | Shares | Sole | 2026-05-01 | |
| 2025-09-30 | $287,645 | 4,257 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $267,111 | 4,282 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $214,051 | 3,929 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $349,752 | 5,614 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $307,894 | 5,593 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $314,427 | 5,571 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $361,056 | 5,571 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $298,846 | 5,526 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $457,516 | 6,772 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $545,093 | 7,038 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $548,691 | 7,021 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $488,739 | 7,002 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $448,189 | 5,409 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $448,338 | 5,546 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $332,876 | 4,057 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $296,323 | 4,057 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $302,733 | 4,057 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $303,843 | 4,294 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $286,343 | 4,057 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $264,354 | 4,057 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $264,105 | 3,904 | Shares | Sole | 2020-07-08 | |
| No filing history on record for this holder in this stock. | ||||||