Position in WPC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$33,104
+$1,639 QoQ
Shares Held
463
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#769
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, 2026RICHARDSON FINANCIAL SERVICES INC. holds $33,104 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
|
463 | $33,104 |
All Filings in WPC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,104 | 463 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $31,465 | 463 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,052 | 463 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $31,284 | 463 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $28,881 | 463 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $29,219 | 463 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $25,224 | 463 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $57,688 | 926 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $25,488 | 463 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $26,131 | 463 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||