Position in WPC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$231,946
-$5,030 QoQ
Shares Held
3,244
-7.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#640
of 891 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Callan Family Office, LLC holds $993,566 across 4 REIT - Diversified names. WPC ranks #2 (23.3% of the industry book) .
All Filings in WPC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,946 | 3,244 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $236,976 | 3,487 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $240,513 | 3,737 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $213,588 | 3,161 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||