Position in WPC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$755,111
-$195,715 QoQ
Shares Held
10,561
-24.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#404
of 890 holders
Holding Since
Mar 2024
10 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, 2026Modern Wealth Management, LLC holds $1,953,663 across 3 REIT - Diversified names. WPC ranks #2 (38.7% of the industry book) .
All Filings in WPC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $755,111 | 10,561 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $950,826 | 13,991 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $873,041 | 13,565 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $596,100 | 8,822 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $578,385 | 9,272 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $578,528 | 9,167 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $385,390 | 7,074 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $516,154 | 8,285 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $437,095 | 7,940 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $434,869 | 7,705 | Shares | Other | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||