Position in WPC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$595,380
+$329,188 QoQ
Shares Held
8,327
+101.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#445
of 890 holders
Holding Since
Dec 2022
13 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, 2026Coppell Advisory Solutions LLC holds $881,586 across 2 REIT - Diversified names. WPC ranks #1 (67.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
8,327 | $595,380 | |
| 2 | AAT |
American Assets Trust, Inc.
|
11,592 | $286,206 |
All Filings in WPC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $595,380 | 8,327 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $266,192 | 4,136 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $282,172 | 4,176 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $263,680 | 4,227 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $273,013 | 4,326 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $282,478 | 5,185 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $327,324 | 5,254 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $225,154 | 4,090 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $235,908 | 3,640 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $219,294 | 4,055 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $266,186 | 3,940 | Shares | Sole | 2023-08-17 | |
| 2023-03-31 | $297,098 | 3,836 | Shares | Sole | 2023-05-19 | |
| 2022-12-31 | $316,898 | 4,055 | Shares | Sole | 2023-05-19 | |
| No filing history on record for this holder in this stock. | ||||||