Position in WPC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$206,635
-$32,516 QoQ
Shares Held
2,890
-17.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#667
of 891 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Kestra Investment Management, LLC holds $1,375,601 across 3 REIT - Diversified names. WPC ranks #3 (15.0% 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 | $206,635 | 2,890 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $239,151 | 3,519 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $303,328 | 4,713 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $343,796 | 5,088 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $498,977 | 7,999 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $257,867 | 4,086 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||