Position in WPC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,146
+$156 QoQ
Shares Held
44
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#849
of 890 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $25,138 across 4 REIT - Diversified names. WPC ranks #2 (12.5% of the industry book) .
All Filings in WPC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,146 | 44 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,990 | 44 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $3,153 | 49 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $6,081 | 90 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $7,173 | 115 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $7,257 | 115 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $7,027 | 129 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $7,725 | 124 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,826 | 124 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $7,506 | 133 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $8,619 | 133 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $12,276 | 227 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $8,985 | 133 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $8,596 | 111 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $9,690 | 124 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $8,794 | 126 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $13,837 | 167 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $13,456 | 164 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $16,141 | 221 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||