Position in WPC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$317,960
-$72,877 QoQ
Shares Held
4,447
-22.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#569
of 892 holders
Holding Since
Mar 2025
6 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, 2026Ethos Financial Group, LLC holds $889,903 across 3 REIT - Diversified names. WPC ranks #2 (35.7% of the industry book) .
All Filings in WPC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $317,960 | 4,447 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $390,837 | 5,751 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $370,134 | 5,751 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $414,744 | 6,138 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $382,888 | 6,138 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $371,907 | 5,893 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||