Position in WPC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,599,663
-$3,565,162 QoQ
Shares Held
97,111
-38.5% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 96.73157520775194.ToString("F0")%
Shared 0.01853549031520631.ToString("F0")%
None 3.249889301932839.ToString("F0")%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Mar 31, 2026Corient Private Wealth LLC holds $35,127,911 across 7 REIT - Diversified names. WPC ranks #3 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
534,366 | $14,598,879 | |
| 2 | FVR |
FrontView REIT, Inc.
|
700,801 | $10,841,391 | |
| 3 | WPC |
W. P. Carey Inc.
This page
|
97,111 | $6,599,663 | |
| 4 | GNL |
Global Net Lease, Inc.
|
155,355 | $1,454,122 | |
| 5 | AHRT |
AH Realty Trust, Inc.
|
208,841 | $1,148,625 | |
| 6 | JBGS |
JBG SMITH Properties
|
22,931 | $335,021 | |
| 7 | SAFE |
Safehold Inc.
|
11,102 | $150,210 |
All Filings in WPC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,599,663 | 97,111 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,164,825 | 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 | $2,966,508 | 56,006 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $3,071,033 | 46,411 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $3,859,376 | 50,877 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,321,182 | 43,390 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||