Position in WPC
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$11,893
+$11,623 QoQ
Shares Held
175
+4275.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Abound Wealth Management holds $157 across 1 REIT - Diversified name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAFE |
Safehold Inc.
|
10 | $157 |
All Filings in WPC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,893 | 175 | Shares | Sole | 2026-04-10 | |
| 2023-06-30 | $270 | 4 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||