Position in WPC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,549,977
+$149,254 QoQ
Shares Held
21,678
+5.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#295
of 891 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $2,011,879 across 2 REIT - Diversified names. WPC ranks #1 (77.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
21,678 | $1,549,977 | |
| 2 | GNL |
Global Net Lease, Inc.
|
51,667 | $461,902 |
All Filings in WPC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,549,977 | 21,678 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,400,723 | 20,611 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||