Position in WPC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$48,048
+$2,379 QoQ
Shares Held
672
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#754
of 892 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, 2026Millstone Evans Group, LLC holds $48,472 across 2 REIT - Diversified names. WPC ranks #1 (99.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
672 | $48,048 | |
| 2 | VICI |
Vici Properties Inc.
|
16 | $424 |
All Filings in WPC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,048 | 672 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $45,669 | 672 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $43,249 | 672 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $45,407 | 672 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $41,919 | 672 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $42,409 | 672 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $36,610 | 672 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||