Position in WPC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$3,386,038
+$553,298 QoQ
Shares Held
49,824
+13.2% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 78.65285806037251.ToString("F0")%
Shared 0.ToString("F0")%
None 21.34714193962749.ToString("F0")%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $36,948,139 across 5 REIT - Diversified names. WPC ranks #2 (9.2% of the industry book) .
All Filings in WPC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,386,038 | 49,824 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,832,740 | 44,014 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,940,443 | 43,517 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $2,549,157 | 40,865 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,425,632 | 38,435 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,914,372 | 35,139 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,980,142 | 31,784 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,635,479 | 29,709 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,387,915 | 24,591 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,778,774 | 27,446 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $5,324,048 | 100,515 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $6,743,425 | 101,910 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $7,574,700 | 99,855 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $12,872,396 | 168,173 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $11,319,691 | 165,579 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $13,480,366 | 166,105 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $7,212,734 | 91,096 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $7,081,373 | 88,118 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,233,293 | 87,133 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,214,799 | 85,035 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,172,217 | 16,914 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,129,072 | 16,333 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,087,170 | 17,035 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,182,250 | 17,843 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,363,201 | 23,964 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||