Position in WPC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$448,376
+$22,199 QoQ
Shares Held
6,271
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#495
of 892 holders
Holding Since
Mar 2024
9 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, 2026Rockport Wealth LLC holds $448,376 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
|
6,271 | $448,376 |
All Filings in WPC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $448,376 | 6,271 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $426,177 | 6,271 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $403,601 | 6,271 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $423,731 | 6,271 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $391,184 | 6,271 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $341,644 | 6,271 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $390,683 | 6,271 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $318,299 | 5,782 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $326,336 | 5,782 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||