Position in WPC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$11,440
-$55,432 QoQ
Shares Held
160
-83.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#818
of 892 holders
Holding Since
Mar 2020
24 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, 2026Key Financial Inc holds $11,440 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
|
160 | $11,440 |
All Filings in WPC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,440 | 160 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $66,872 | 984 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $63,330 | 984 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $66,488 | 984 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $61,818 | 991 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $62,542 | 991 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $53,989 | 991 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $60,368 | 969 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $52,958 | 962 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $54,295 | 962 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $62,347 | 962 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $52,024 | 962 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $64,992 | 962 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $74,506 | 962 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $95,890 | 1,227 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $85,644 | 1,227 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $101,669 | 1,227 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $99,190 | 1,227 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $100,675 | 1,227 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $89,620 | 1,227 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $91,558 | 1,227 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $86,822 | 1,227 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $84,907 | 1,203 | Shares | Sole | 2021-01-29 | |
| 2020-03-31 | $69,870 | 1,203 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||