Position in WPC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$434,791
+$121,496 QoQ
Shares Held
6,081
+31.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.24%
of 13F equity value
Holder Rank
#503
of 892 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, 2026Jacobs Equity LLC holds $434,791 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
|
6,081 | $434,791 |
All Filings in WPC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $434,791 | 6,081 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $313,295 | 4,610 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $313,304 | 4,868 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||