Position in WPC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$37,680
+$17,292 QoQ
Shares Held
527
+75.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#763
of 891 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Caldwell Trust Co holds $37,680 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
|
527 | $37,680 |
All Filings in WPC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,680 | 527 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $20,388 | 300 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $19,308 | 300 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $20,271 | 300 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $18,714 | 300 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $18,933 | 300 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $8,172 | 150 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $9,345 | 150 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $8,257 | 150 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $8,466 | 150 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $9,721 | 150 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $62,192 | 1,150 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $77,693 | 1,150 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $89,067 | 1,150 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $89,872 | 1,150 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $83,620 | 1,198 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $95,288 | 1,150 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $92,966 | 1,150 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $94,357 | 1,150 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $83,995 | 1,150 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $11,192 | 150 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $10,613 | 150 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $10,586 | 150 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $9,774 | 150 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $10,147 | 150 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $8,711 | 150 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||