Position in WPC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$615,758
+$47,817 QoQ
Shares Held
8,612
+3.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#437
of 891 holders
Holding Since
Sep 2022
16 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, 2026Colonial Trust Co / SC holds $626,440 across 3 REIT - Diversified names. WPC ranks #1 (98.3% of the industry book) .
All Filings in WPC
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $615,758 | 8,612 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $567,941 | 8,357 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $519,513 | 8,072 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $434,407 | 6,429 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $447,015 | 7,166 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $533,973 | 8,461 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $478,715 | 8,787 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $738,192 | 11,849 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $697,483 | 12,670 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $766,850 | 13,587 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,041,950 | 16,077 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,200,900 | 22,206 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,465,983 | 21,699 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,663,161 | 21,474 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,661,781 | 21,264 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,327,874 | 19,024 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||