Position in WPC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$6,292
+$448 QoQ
Shares Held
88
+2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#832
of 890 holders
Holding Since
Dec 2024
7 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, 2026High Note Wealth, LLC holds $12,659 across 3 REIT - Diversified names. WPC ranks #1 (49.7% of the industry book) .
All Filings in WPC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,292 | 88 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $5,844 | 86 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,534 | 86 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $6,148 | 91 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,614 | 90 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $5,806 | 92 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,070 | 38 | Shares | Sole | 2025-04-01 | |
| No filing history on record for this holder in this stock. | ||||||