Position in WPC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,402,687
+$125,447 QoQ
Shares Held
19,618
+4.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#312
of 891 holders
Holding Since
Sep 2022
16 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, 2026NewEdge Wealth, LLC holds $14,226,425 across 4 REIT - Diversified names. WPC ranks #3 (9.9% of the industry book) .
All Filings in WPC
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,402,687 | 19,618 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,277,240 | 18,794 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,004,788 | 15,612 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $943,952 | 13,970 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $309,342 | 4,959 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $368,499 | 5,839 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $316,419 | 5,808 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $426,318 | 6,843 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $362,889 | 6,592 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $319,958 | 5,669 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $360,019 | 5,555 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $294,087 | 5,438 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $366,512 | 5,425 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $422,722 | 5,458 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $422,166 | 5,402 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $238,785 | 3,421 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||