Position in WPC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$702,058
+$24,837 QoQ
Shares Held
9,819
-1.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#418
of 890 holders
Holding Since
Mar 2025
6 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, 2026Invst, LLC holds $702,058 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
|
9,819 | $702,058 |
All Filings in WPC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $702,058 | 9,819 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $677,221 | 9,965 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $667,992 | 10,379 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $748,878 | 11,083 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $704,894 | 11,300 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $734,158 | 11,633 | Shares | Sole | 2025-06-03 | |
| No filing history on record for this holder in this stock. | ||||||