Position in WPC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$68,067
+$7,991 QoQ
Shares Held
952
+7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#738
of 891 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Bare Financial Services, Inc holds $82,276 across 9 REIT - Diversified names. WPC ranks #1 (82.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
952 | $68,067 | |
| 2 | CTO |
CTO Realty Growth, Inc.
|
159 | $3,420 | |
| 3 | OLP |
One Liberty Properties Inc
|
97 | $2,368 | |
| 4 | BNL |
Broadstone Net Lease, Inc.
|
112 | $2,314 | |
| 5 | AAT |
American Assets Trust, Inc.
|
82 | $2,024 | |
| 6 | GNL |
Global Net Lease, Inc.
|
178 | $1,591 | |
| 7 | JBGS |
JBG SMITH Properties
|
94 | $1,378 | |
| 8 | GOOD |
Gladstone Commercial Corp
|
46 | $565 |
All Filings in WPC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,067 | 952 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $60,076 | 884 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $55,671 | 865 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $58,448 | 865 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $53,958 | 865 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $54,590 | 865 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $47,125 | 865 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $53,889 | 865 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $47,618 | 865 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $48,820 | 865 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $15,554 | 240 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||