Position in WPC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$55,456,115
+$1,567,437 QoQ
Shares Held
775,610
-2.2% QoQ
Ownership
0.340%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#32
of 892 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $64,624,448 across 8 REIT - Diversified names. WPC ranks #1 (85.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
775,610 | $55,456,115 | |
| 2 | VICI |
Vici Properties Inc.
|
107,208 | $2,846,372 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
137,552 | $2,843,199 | |
| 4 | GNL |
Global Net Lease, Inc.
|
231,684 | $2,071,254 | |
| 5 | GOOD |
Gladstone Commercial Corp
|
49,055 | $603,376 | |
| 6 | ESRT |
Empire State Realty Trust, Inc.
|
70,192 | $379,738 | |
| 7 | CTO |
CTO Realty Growth, Inc.
|
15,203 | $327,016 | |
| 8 | AHRT |
AH Realty Trust, Inc.
|
13,754 | $97,378 |
All Filings in WPC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,456,115 | 775,610 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $53,888,678 | 792,947 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $53,800,519 | 835,931 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $58,946,784 | 872,381 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $61,412,111 | 984,484 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $66,907,454 | 1,060,172 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $58,102,702 | 1,066,496 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $71,673,907 | 1,150,464 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $67,170,633 | 1,220,175 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $74,472,580 | 1,319,500 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $92,505,192 | 1,427,329 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $83,766,979 | 1,548,945 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $112,950,420 | 1,671,854 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $142,062,424 | 1,834,247 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $147,729,122 | 1,890,328 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $136,875,468 | 1,960,968 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $117,980,499 | 1,423,854 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $113,436,256 | 1,403,219 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $114,368,935 | 1,393,893 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $100,368,196 | 1,374,154 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $99,085,421 | 1,327,867 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $94,913,426 | 1,341,343 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $99,049,352 | 1,403,363 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $97,279,993 | 1,492,940 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $106,629,842 | 1,576,198 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $97,725,222 | 1,682,597 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||