Position in WPC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,426,353
+$107,726 QoQ
Shares Held
19,949
+2.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#308
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, 2026Royal Fund Management, LLC holds $1,426,353 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
|
19,949 | $1,426,353 |
All Filings in WPC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,426,353 | 19,949 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,318,627 | 19,403 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $2,398,182 | 37,262 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,076,390 | 15,930 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,017,043 | 16,304 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $915,726 | 14,510 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,480,766 | 27,180 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,444,861 | 23,192 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $666,049 | 12,099 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $793,320 | 14,056 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $848,038 | 13,085 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $650,474 | 12,028 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $773,223 | 11,445 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $921,112 | 11,893 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $894,426 | 11,445 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $769,753 | 11,028 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $761,814 | 9,194 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $527,481 | 6,525 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $484,587 | 5,906 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $393,612 | 5,389 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $379,368 | 5,084 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $359,673 | 5,083 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $340,901 | 4,830 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $332,446 | 5,102 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $366,189 | 5,413 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $296,440 | 5,104 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||