Position in WPC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$265,265
+$13,134 QoQ
Shares Held
3,710
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#604
of 892 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, 2026KEYNOTE FINANCIAL SERVICES LLC holds $265,265 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
|
3,710 | $265,265 |
All Filings in WPC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,265 | 3,710 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $252,131 | 3,710 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $238,775 | 3,710 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $250,684 | 3,710 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $231,429 | 3,710 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $234,138 | 3,710 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $203,864 | 3,742 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $234,248 | 3,760 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $206,988 | 3,760 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $213,625 | 3,785 | Shares | Sole | 2024-06-13 | |
| No filing history on record for this holder in this stock. | ||||||