Position in WPC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,037,250
+$147,314 QoQ
Shares Held
14,507
+10.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#347
of 890 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Everstar Asset Management, LLC holds $1,037,250 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
|
14,507 | $1,037,250 |
All Filings in WPC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,037,250 | 14,507 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $889,936 | 13,095 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $819,624 | 12,735 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $830,975 | 12,298 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $490,618 | 7,865 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $457,673 | 7,252 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $386,590 | 7,096 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $406,009 | 6,517 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||