Position in WPC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$77,134
+$4,086 QoQ
Shares Held
1,135
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
All Filings in WPC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $77,134 | 1,135 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $73,048 | 1,135 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $76,691 | 1,135 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $70,801 | 1,135 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $71,629 | 1,135 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $61,834 | 1,135 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $70,710 | 1,135 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $62,481 | 1,135 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $64,059 | 1,135 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $129,620 | 2,000 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $151,424 | 2,800 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $189,167 | 2,800 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||