Position in WPC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$939,724
+$20,090 QoQ
Shares Held
13,143
-2.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#362
of 891 holders
Holding Since
Mar 2024
10 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, 2026LRI Investments, LLC holds $948,942 across 2 REIT - Diversified names. WPC ranks #1 (99.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
13,143 | $939,724 | |
| 2 | BNL |
Broadstone Net Lease, Inc.
|
446 | $9,218 |
All Filings in WPC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $939,724 | 13,143 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $919,634 | 13,532 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $909,535 | 14,132 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $966,859 | 14,309 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $930,584 | 14,918 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $941,474 | 14,918 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $812,351 | 14,911 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,215,722 | 19,514 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,079,695 | 19,613 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,067,619 | 18,916 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||