Position in WPC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$684,326
-$166 QoQ
Shares Held
9,571
-5.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#423
of 890 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Pinnacle Financial Partners, Inc. holds $1,035,475 across 2 REIT - Diversified names. WPC ranks #1 (66.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
9,571 | $684,326 | |
| 2 | VICI |
Vici Properties Inc.
|
13,226 | $351,149 |
All Filings in WPC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $684,326 | 9,571 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $684,492 | 10,072 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $645,272 | 10,026 | Shares | Defined | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||