Position in WPC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,788
-$42,950 QoQ
Shares Held
39
-94.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#851
of 891 holders
Holding Since
Mar 2023
3 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, 2026Buck Wealth Strategies, LLC holds $7,505 across 3 REIT - Diversified names. WPC ranks #2 (37.1% of the industry book) .
All Filings in WPC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,788 | 39 | Shares | Sole | 2026-07-30 | |
| 2023-06-30 | $45,738 | 677 | Shares | Sole | 2023-11-06 | |
| 2023-03-31 | $52,433 | 677 | Shares | Sole | 2023-11-06 | |
| No filing history on record for this holder in this stock. | ||||||