Position in WPC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,905,475
+$18,634 QoQ
Shares Held
26,650
-4.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
1.59%
of 13F equity value
Holder Rank
#270
of 890 holders
Holding Since
Dec 2024
7 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, 2026BridgePort Financial Solutions, LLC holds $1,905,475 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
|
26,650 | $1,905,475 |
All Filings in WPC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,905,475 | 26,650 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,886,841 | 27,764 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,819,585 | 28,272 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,915,879 | 28,354 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,789,120 | 28,681 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,798,698 | 28,501 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,499,398 | 27,522 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||