Position in WPC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$266,409
+$14,074 QoQ
Shares Held
3,726
+0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#602
of 891 holders
Holding Since
Mar 2020
17 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, 2026Perennial Investment Advisors, LLC holds $266,409 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
|
3,726 | $266,409 |
All Filings in WPC
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,409 | 3,726 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $252,335 | 3,713 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $342,781 | 5,326 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $357,377 | 5,289 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $334,543 | 5,363 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $341,993 | 5,419 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $307,376 | 5,642 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $427,315 | 6,859 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $415,957 | 7,556 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $384,638 | 6,815 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $407,330 | 6,285 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $314,421 | 5,814 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $279,900 | 4,143 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $289,895 | 3,743 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $271,805 | 3,478 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $220,916 | 3,165 | Shares | Sole | 2022-11-09 | |
| 2020-03-31 | $213,618 | 3,678 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||