Position in WPC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$209,066
+$5,662 QoQ
Shares Held
2,924
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#152
of 253 holders
Holding Since
Dec 2020
23 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, 2026Sovereign Financial Group, Inc. holds $381,285 across 2 REIT - Diversified names. WPC ranks #1 (54.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
2,924 | $209,066 | |
| 2 | NXDT |
Nexpoint Diversified Real Estate Trust
|
33,183 | $172,219 |
All Filings in WPC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,066 | 2,924 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $203,404 | 2,993 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $206,981 | 3,216 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $268,928 | 3,980 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $249,020 | 3,992 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $251,177 | 3,980 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $245,813 | 4,512 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $276,923 | 4,445 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $242,164 | 4,399 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $247,320 | 4,382 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $289,571 | 4,468 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $236,659 | 4,468 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $443,804 | 6,707 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $508,772 | 6,707 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $513,371 | 6,707 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $465,287 | 6,806 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $428,502 | 5,280 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $420,589 | 5,312 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $247,355 | 3,078 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $245,731 | 3,435 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $250,974 | 3,434 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $237,991 | 3,434 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $212,707 | 3,077 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||