Position in WPC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$867,867
+$48,882 QoQ
Shares Held
12,138
+0.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#60
of 206 holders
Holding Since
Mar 2023
13 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, 2026PFG Investments, LLC holds $2,154,049 across 3 REIT - Diversified names. WPC ranks #2 (40.3% of the industry book) .
All Filings in WPC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $867,867 | 12,138 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $818,985 | 12,051 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $864,740 | 13,436 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $969,224 | 14,344 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $719,802 | 11,539 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,005,089 | 15,926 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $676,205 | 12,412 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $502,511 | 8,066 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $463,906 | 8,427 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $492,156 | 8,720 | Shares | Sole | 2024-04-22 | |
| 2023-09-30 | $197,834 | 3,735 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $252,572 | 3,817 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $366,616 | 4,833 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||