Position in WPC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$226,583
+$123,420 QoQ
Shares Held
3,169
+108.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#645
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, 2026Rossby Financial, LCC holds $406,724 across 2 REIT - Diversified names. WPC ranks #1 (55.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
3,169 | $226,583 | |
| 2 | VICI |
Vici Properties Inc.
|
6,785 | $180,141 |
All Filings in WPC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,583 | 3,169 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $103,163 | 1,518 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $23,040 | 358 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $25,879 | 383 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $21,708 | 348 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $21,962 | 348 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||