Position in WPC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,492,130
+$246,873 QoQ
Shares Held
62,827
+0.6% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#189
of 890 holders
Holding Since
Dec 2023
6 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, 2026Ashton Thomas Private Wealth, LLC holds $6,830,234 across 4 REIT - Diversified names. WPC ranks #1 (65.8% of the industry book) .
All Filings in WPC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,492,130 | 62,827 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,245,257 | 62,467 | Shares | Sole | 2026-05-11 | |
| 2024-09-30 | $1,735,615 | 27,859 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,128,084 | 20,492 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,012,533 | 17,940 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $875,388 | 13,507 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||