Position in WPC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$143
+$8 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#887
of 891 holders
Holding Since
Jun 2023
11 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, 2026TFC Financial Management, Inc. holds $498,620 across 2 REIT - Diversified names. WPC ranks #2 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNL |
Broadstone Net Lease, Inc.
|
24,116 | $498,477 | |
| 2 | WPC |
W. P. Carey Inc.
This page
|
2 | $143 |
All Filings in WPC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $143 | 2 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $135 | 2 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $128 | 2 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $135 | 2 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $124 | 2 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $126 | 2 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $108 | 2 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $124 | 2 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $110 | 2 | Shares | Sole | 2024-07-23 | |
| 2023-09-30 | $324 | 6 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $405 | 6 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||