Position in WPC
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$326,887
+$18,989 QoQ
Shares Held
4,810
+0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
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 Mar 31, 2026Claris Financial LLC holds $326,887 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
|
4,810 | $326,887 |
All Filings in WPC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $326,887 | 4,810 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $307,898 | 4,784 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $324,538 | 4,803 | Shares | Sole | 2026-04-07 | |
| 2025-06-30 | $295,431 | 4,736 | Shares | Sole | 2025-08-26 | |
| 2025-03-31 | $331,832 | 5,258 | Shares | Sole | 2025-06-18 | |
| 2024-12-31 | $286,455 | 5,258 | Shares | Sole | 2025-06-17 | |
| No filing history on record for this holder in this stock. | ||||||