Position in WPC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$34,391
+$2,043 QoQ
Shares Held
481
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#767
of 891 holders
Holding Since
Dec 2025
3 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, 2026Investors Portfolio Services LLC holds $37,820 across 3 REIT - Diversified names. WPC ranks #1 (90.9% of the industry book) .
All Filings in WPC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,391 | 481 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $32,348 | 476 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $29,155 | 453 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||