Position in WPC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,005,361
+$50,048 QoQ
Shares Held
14,061
+0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#352
of 891 holders
Holding Since
Sep 2024
8 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, 2026Applied Capital LLC/FL holds $1,005,361 across 1 REIT - Diversified name. WPC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
14,061 | $1,005,361 |
All Filings in WPC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,005,361 | 14,061 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $955,313 | 14,057 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $910,629 | 14,149 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $729,688 | 10,799 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $650,498 | 10,428 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $601,753 | 9,535 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $284,821 | 5,228 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $261,099 | 4,191 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||