Position in WPC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$585,084
-$2,837 QoQ
Shares Held
8,183
-5.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#448
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, 2026Brookwood Investment Group LLC holds $2,079,982 across 3 REIT - Diversified names. WPC ranks #2 (28.1% 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 | $585,084 | 8,183 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $587,921 | 8,651 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $575,120 | 8,936 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $593,737 | 8,787 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $572,211 | 9,173 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $558,144 | 8,844 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||