Position in WPC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$490,847
+$32,525 QoQ
Shares Held
6,865
+1.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#480
of 890 holders
Holding Since
Mar 2020
22 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, 2026Focus Financial Network, Inc. holds $490,847 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
|
6,865 | $490,847 |
All Filings in WPC
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $490,847 | 6,865 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $458,322 | 6,744 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $500,720 | 7,780 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $525,627 | 7,779 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $494,922 | 7,934 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $488,218 | 7,736 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $435,567 | 7,995 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $501,328 | 8,047 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $375,220 | 6,816 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $377,132 | 6,682 | Shares | Sole | 2024-04-24 | |
| 2023-09-30 | $510,136 | 9,433 | Shares | Sole | 2024-07-23 | |
| 2023-06-30 | $783,425 | 11,596 | Shares | Sole | 2024-07-23 | |
| 2023-03-31 | $922,352 | 11,909 | Shares | Sole | 2024-07-23 | |
| 2022-12-31 | $890,597 | 11,396 | Shares | Sole | 2024-07-24 | |
| 2022-09-30 | $802,210 | 11,493 | Shares | Sole | 2024-07-24 | |
| 2022-06-30 | $935,654 | 11,292 | Shares | Sole | 2024-07-24 | |
| 2022-03-31 | $875,578 | 10,831 | Shares | Sole | 2024-07-24 | |
| 2021-12-31 | $228,181 | 2,781 | Shares | Sole | 2024-07-24 | |
| 2020-12-31 | $819,010 | 11,604 | Shares | Sole | 2024-07-24 | |
| 2020-09-30 | $743,345 | 11,408 | Shares | Sole | 2024-07-24 | |
| 2020-06-30 | $781,222 | 11,548 | Shares | Sole | 2024-07-24 | |
| 2020-03-31 | $665,945 | 11,466 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||