Position in WPC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,783,202
+$251,728 QoQ
Shares Held
26,239
+15.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
6 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 Mar 31, 2026INCEPTIONR LLC holds $4,039,488 across 6 REIT - Diversified names. WPC ranks #1 (44.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
26,239 | $1,783,202 | |
| 2 | VICI |
Vici Properties Inc.
|
33,733 | $921,585 | |
| 3 | SAFE |
Safehold Inc.
|
42,148 | $570,262 | |
| 4 | CTO |
CTO Realty Growth, Inc.
|
21,558 | $398,607 | |
| 5 | BNL |
Broadstone Net Lease, Inc.
|
14,795 | $270,304 | |
| 6 | GNL |
Global Net Lease, Inc.
|
10,206 | $95,528 |
All Filings in WPC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,783,202 | 26,239 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $1,531,474 | 22,665 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $670,273 | 10,745 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,155,354 | 18,307 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,985,741 | 36,449 | Shares | Sole | 2025-02-06 | |
| 2023-06-30 | $805,161 | 12,168 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||