Position in WPC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$797,797
+$10,413 QoQ
Shares Held
11,158
-3.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#395
of 890 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026STEPHENS INC /AR/ holds $797,797 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
|
11,158 | $797,797 |
All Filings in WPC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $797,797 | 11,158 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $787,384 | 11,586 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $737,179 | 11,454 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $845,638 | 12,515 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $867,331 | 13,904 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $918,818 | 14,559 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $729,596 | 13,392 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $809,900 | 13,000 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $663,187 | 12,047 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $613,502 | 10,870 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $423,792 | 6,539 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $719,696 | 13,308 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $931,179 | 13,783 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $968,047 | 12,499 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,054,399 | 13,492 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $997,301 | 14,288 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $1,182,577 | 14,272 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $1,158,518 | 14,331 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $1,193,089 | 14,541 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $1,114,882 | 15,264 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $1,093,332 | 14,652 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $1,015,476 | 14,351 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,208,611 | 17,124 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $1,114,105 | 17,098 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,168,857 | 17,278 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $1,180,766 | 20,330 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||