Position in WPC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,723,793
-$17,817 QoQ
Shares Held
24,109
-5.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#283
of 898 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Pathstone Holdings, LLC holds $7,333,349 across 4 REIT - Diversified names. WPC ranks #3 (23.5% of the industry book) .
All Filings in WPC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,723,793 | 24,109 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,741,610 | 25,627 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,476,996 | 22,949 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,660,666 | 24,577 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,425,195 | 22,847 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $1,281,384 | 20,304 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,077,558 | 19,779 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,297,771 | 20,831 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,246,771 | 22,648 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $915,230 | 16,216 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $700,660 | 10,811 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||