Position in WPC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$17,445
-$4,505 QoQ
Shares Held
244
-24.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#795
of 890 holders
Holding Since
Jun 2022
17 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, 2026Blue Trust, Inc. holds $237,028 across 4 REIT - Diversified names. WPC ranks #3 (7.4% of the industry book) .
All Filings in WPC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,445 | 244 | Shares | Other | 2026-07-21 | |
| 2026-03-31 | $21,950 | 323 | Shares | Other | 2026-04-20 | |
| 2025-12-31 | $34,496 | 536 | Shares | Other | 2026-01-16 | |
| 2025-09-30 | $44,257 | 655 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $57,327 | 919 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $43,040 | 682 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $46,252 | 849 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $97,125 | 1,559 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $52,076 | 946 | Shares | Defined | 2024-07-18 | |
| 2024-03-31 | $15,294 | 271 | Shares | Other | 2024-05-01 | |
| 2023-12-31 | $59 | 1,087 | Shares | Defined | 2024-01-18 | |
| 2023-09-30 | $50 | 738 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $59 | 756 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $67,923 | 877 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $64 | 918 | Shares | Other | 2023-01-17 | |
| 2022-09-30 | $52,419 | 751 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $57,586 | 695 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||