Position in WPC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$105,913,449
-$106,378,843 QoQ
Shares Held
1,481,307
-55.1% QoQ
Ownership
0.650%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#21
of 877 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026JPMORGAN CHASE & CO holds $777,081,344 across 15 REIT - Diversified names. WPC ranks #2 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
21,119,533 | $560,723,593 | |
| 2 | WPC |
W. P. Carey Inc.
This page
|
1,481,307 | $105,913,449 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
2,748,630 | $56,814,178 | |
| 4 | SAFE |
Safehold Inc.
|
861,555 | $13,526,411 | |
| 5 | AAT |
American Assets Trust, Inc.
|
516,647 | $12,756,012 | |
| 6 | GNL |
Global Net Lease, Inc.
|
1,005,152 | $8,986,055 | |
| 7 | JBGS |
JBG SMITH Properties
|
327,866 | $4,809,792 | |
| 8 | ESRT |
Empire State Realty Trust, Inc.
|
749,958 | $4,057,271 |
All Filings in WPC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $105,913,449 | 1,481,307 | Shares | Other | 2026-08-12 | |
| 2025-12-31 | $212,292,292 | 3,298,513 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $315,666,223 | 4,671,692 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $318,204,177 | 5,101,061 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $322,630,302 | 5,112,190 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $74,326,620 | 1,364,292 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $94,325,245 | 1,514,049 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $68,802,529 | 1,249,819 | Shares | Sole | 2024-12-26 | |
| 2024-03-31 | $182,421,129 | 3,232,125 | Shares | Sole | 2024-12-26 | |
| 2023-12-31 | $260,238,068 | 4,015,400 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $289,351,636 | 5,350,435 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $419,094,807 | 6,203,300 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $507,964,318 | 6,558,610 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $350,905,347 | 4,490,152 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $504,827,227 | 7,232,487 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $563,389,373 | 6,799,295 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $398,568,876 | 4,930,341 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $400,372,294 | 4,879,613 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $356,162,790 | 4,876,271 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $350,900,346 | 4,702,498 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $278,713,362 | 3,938,855 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $406,748,763 | 5,762,947 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $348,088,515 | 5,342,057 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $362,300,546 | 5,355,512 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $209,906,898 | 3,614,100 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||