Position in WPC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,075
+$2,309 QoQ
Shares Held
57
+119.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#839
of 890 holders
Holding Since
Mar 2025
6 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, 2026Rialto Wealth Management, LLC holds $7,320 across 4 REIT - Diversified names. WPC ranks #1 (55.7% of the industry book) .
All Filings in WPC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,075 | 57 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,766 | 26 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $514 | 8 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $540 | 8 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $499 | 8 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,135 | 18 | Shares | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||