Position in WPC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$807,950
+$68,274 QoQ
Shares Held
11,300
+3.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#391
of 890 holders
Holding Since
Dec 2025
3 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, 2026EFG International AG holds $810,605 across 2 REIT - Diversified names. WPC ranks #1 (99.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
11,300 | $807,950 | |
| 2 | VICI |
Vici Properties Inc.
|
100 | $2,655 |
All Filings in WPC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $807,950 | 11,300 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $739,676 | 10,884 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $465,387 | 7,231 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||