Position in WPC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$209,423
-$3,743,646 QoQ
Shares Held
2,929
-95.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#664
of 891 holders
Holding Since
Dec 2020
12 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, 2026Oak Harvest Investment Services holds $209,423 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
|
2,929 | $209,423 |
All Filings in WPC
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,423 | 2,929 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $3,953,069 | 58,512 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $6,261,212 | 80,842 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $6,192,605 | 79,240 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $5,225,992 | 74,871 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $6,378,146 | 76,975 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $5,512,562 | 68,191 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,315,179 | 16,029 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,225,026 | 16,772 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $1,253,466 | 16,798 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,190,678 | 16,827 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $1,169,863 | 16,575 | Shares | Sole | 2021-01-15 | |
| No filing history on record for this holder in this stock. | ||||||