Position in WPC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$587,658
+$32,425 QoQ
Shares Held
8,219
+0.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#447
of 890 holders
Holding Since
Sep 2023
12 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, 2026NBC SECURITIES, INC. holds $1,020,271 across 5 REIT - Diversified names. WPC ranks #1 (57.6% of the industry book) .
All Filings in WPC
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $587,658 | 8,219 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $555,233 | 8,170 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $521,509 | 8,103 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $554,749 | 8,210 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $546,199 | 8,756 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $548,804 | 8,696 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $435 | 8 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $472,607 | 7,586 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $511,469 | 9,291 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $500,622 | 8,870 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $464,039 | 7,160 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $410,954 | 7,599 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||