Position in WPC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,450,265
+$360,972 QoQ
Shares Held
21,340
+26.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
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 Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $5,251,558 across 12 REIT - Diversified names. WPC ranks #2 (27.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
134,267 | $3,668,174 | |
| 2 | WPC |
W. P. Carey Inc.
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|
21,340 | $1,450,265 | |
| 3 | OLP |
One Liberty Properties Inc
|
1,919 | $41,181 | |
| 4 | GOOD |
Gladstone Commercial Corp
|
3,126 | $35,730 | |
| 5 | GNL |
Global Net Lease, Inc.
|
2,606 | $24,392 | |
| 6 | CTO |
CTO Realty Growth, Inc.
|
897 | $16,585 | |
| 7 | BNL |
Broadstone Net Lease, Inc.
|
299 | $5,462 | |
| 8 | AHRT |
AH Realty Trust, Inc.
|
813 | $4,471 |
All Filings in WPC
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,450,265 | 21,340 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,089,293 | 16,925 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $952,601 | 14,098 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $611,448 | 9,802 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $323,374 | 5,124 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $168,833 | 3,099 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $121,422 | 1,949 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $62,151 | 1,129 | Shares | Sole | 2024-08-14 | |
| 2023-03-31 | $37,094 | 489 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $24,952 | 326 | Shares | Sole | 2023-02-13 | |
| 2021-12-31 | $12,857 | 160 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $11,446 | 160 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||