Position in WPC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$22,737
-$709 QoQ
Shares Held
318
-7.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#787
of 892 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 56%
Shared 0%
None 44%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Covestor Ltd holds $243,302 across 12 REIT - Diversified names. WPC ranks #3 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
5,495 | $145,892 | |
| 2 | AAT |
American Assets Trust, Inc.
|
1,943 | $47,972 | |
| 3 | WPC |
W. P. Carey Inc.
This page
|
318 | $22,737 | |
| 4 | CTO |
CTO Realty Growth, Inc.
|
582 | $12,518 | |
| 5 | GNL |
Global Net Lease, Inc.
|
1,067 | $9,538 | |
| 6 | BNL |
Broadstone Net Lease, Inc.
|
93 | $1,922 | |
| 7 | NXDT |
Nexpoint Diversified Real Estate Trust
|
207 | $1,074 | |
| 8 | ESRT |
Empire State Realty Trust, Inc.
|
190 | $1,027 |
All Filings in WPC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,737 | 318 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $23,446 | 345 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $23,362 | 363 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $22,500 | 333 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $25,326 | 406 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $26,758 | 424 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $22,936 | 421 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $25,854 | 415 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $62,041 | 1,127 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $81,442 | 1,443 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $89,437 | 1,380 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $42,344 | 783 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $12,701 | 188 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $14,560 | 188 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $15,708 | 201 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $14,029 | 201 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $17,566 | 212 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $65,722 | 813 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $48,163 | 587 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||