Position in WPC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,605,246
+$83,894 QoQ
Shares Held
22,451
+0.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#288
of 890 holders
Holding Since
Jun 2024
9 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, 2026Frank, Rimerman Advisors LLC holds $1,605,246 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
|
22,451 | $1,605,246 |
All Filings in WPC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,605,246 | 22,451 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,521,352 | 22,386 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,440,119 | 22,376 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,512,486 | 22,384 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,399,245 | 22,431 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,218,590 | 19,309 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $403,369 | 7,404 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $452,734 | 7,267 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $929,299 | 16,881 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||