Position in WPC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$434,577
+$149,349 QoQ
Shares Held
6,078
+44.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#505
of 890 holders
Holding Since
Mar 2026
2 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, 2026Grant Private Wealth Management Inc holds $817,905 across 2 REIT - Diversified names. WPC ranks #1 (53.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
6,078 | $434,577 | |
| 2 | VICI |
Vici Properties Inc.
|
14,438 | $383,328 |
All Filings in WPC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $434,577 | 6,078 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $285,228 | 4,197 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||