Position in WPC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$434,791
+$69,031 QoQ
Shares Held
6,081
+13.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#507
of 898 holders
Holding Since
Mar 2021
21 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, 2026HARBOUR INVESTMENTS, INC. holds $1,007,438 across 7 REIT - Diversified names. WPC ranks #1 (43.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
6,081 | $434,791 | |
| 2 | GNL |
Global Net Lease, Inc.
|
47,040 | $420,537 | |
| 3 | VICI |
Vici Properties Inc.
|
2,517 | $66,826 | |
| 4 | NXDT |
Nexpoint Diversified Real Estate Trust
|
7,892 | $40,959 | |
| 5 | CTO |
CTO Realty Growth, Inc.
|
1,088 | $23,402 | |
| 6 | GOOD |
Gladstone Commercial Corp
|
1,701 | $20,922 | |
| 7 | OLP |
One Liberty Properties Inc
|
0 | $1 |
All Filings in WPC
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $434,791 | 6,081 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $365,760 | 5,382 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $288,268 | 4,479 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $181,830 | 2,691 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $172,667 | 2,768 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $186,931 | 2,962 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $190,734 | 3,501 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $225,899 | 3,626 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $188,436 | 3,423 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $200,531 | 3,553 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $251,657 | 3,883 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $174,786 | 3,232 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $190,384 | 2,818 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $372,611 | 4,811 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $378,871 | 4,848 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $191,740 | 2,747 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $227,616 | 2,747 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $228,345 | 2,783 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $994,001 | 13,609 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $917,079 | 12,290 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $996,017 | 14,076 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||