Position in WPC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$34,034
+$2,025 QoQ
Shares Held
476
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#769
of 891 holders
Holding Since
Jun 2025
5 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, 2026MTM Investment Management, LLC holds $34,034 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
|
476 | $34,034 |
All Filings in WPC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,034 | 476 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $32,009 | 471 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $29,991 | 466 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $31,082 | 460 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $28,382 | 455 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||