Position in WPC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$7,166,033
+$566,370 QoQ
Shares Held
553,803
+470.3% QoQ
Ownership
0.243%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#154
of 892 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Corient Private Wealth LLC holds $44,972,428 across 8 REIT - Diversified names. WPC ranks #3 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
718,064 | $19,064,599 | |
| 2 | FVR |
FrontView REIT, Inc.
|
620,069 | $12,543,995 | |
| 3 | WPC |
W. P. Carey Inc.
This page
|
553,803 | $7,166,033 | |
| 4 | AHRT |
AH Realty Trust, Inc.
|
289,411 | $2,049,029 | |
| 5 | BNL |
Broadstone Net Lease, Inc.
|
98,097 | $2,027,664 | |
| 6 | GNL |
Global Net Lease, Inc.
|
152,493 | $1,363,287 | |
| 7 | AAT |
American Assets Trust, Inc.
|
19,415 | $479,356 | |
| 8 | JBGS |
JBG SMITH Properties
|
18,982 | $278,465 |
All Filings in WPC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,706,914 | 93,803 | Shares | Sole | 2026-08-17 | |
| 2026-06-30 | $459,119 | 460,000 | Principal | Sole | 2026-08-17 | |
| 2026-03-31 | $6,599,663 | 97,111 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,135,272 | 157,937 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $3,165,113 | 46,842 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $2,921,129 | 46,828 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $3,171,277 | 50,250 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,500,685 | 45,901 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $3,614,396 | 58,016 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,135,279 | 38,788 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,300,155 | 40,754 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,875,294 | 44,365 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $3,028,805 | 56,006 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $3,135,525 | 46,411 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $3,940,422 | 50,877 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,390,927 | 43,390 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||