Position in WPC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$64,850
-$14,441 QoQ
Shares Held
907
-26.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#741
of 892 holders
Holding Since
Dec 2020
22 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, 2026Concord Wealth Partners holds $67,797 across 2 REIT - Diversified names. WPC ranks #1 (95.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
907 | $64,850 | |
| 2 | VICI |
Vici Properties Inc.
|
111 | $2,947 |
All Filings in WPC
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,850 | 907 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $79,291 | 1,232 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $83,246 | 1,232 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $128,190 | 2,055 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $112,903 | 1,789 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $97,464 | 1,789 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $134,941 | 2,166 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $133,881 | 2,432 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $276,951 | 4,907 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $417,830 | 6,447 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $422,473 | 7,812 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $576,827 | 8,538 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $545,635 | 7,045 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $668,026 | 8,548 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $596,649 | 8,548 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $708,287 | 8,548 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $692,960 | 8,572 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $722,860 | 8,810 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $359,283 | 4,919 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $657,924 | 8,817 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $667,620 | 9,435 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,496,154 | 21,198 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||