Position in WPC
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$1,110,398
+$55,474 QoQ
Shares Held
16,339
-0.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
23 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, 2026OPPENHEIMER & CO INC holds $3,952,879 across 4 REIT - Diversified names. WPC ranks #2 (28.1% of the industry book) .
All Filings in WPC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,110,398 | 16,339 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,054,924 | 16,391 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,121,864 | 16,603 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,026,961 | 16,463 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $952,329 | 15,090 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $683,724 | 12,550 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $638,761 | 10,253 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $577,089 | 10,483 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $583,984 | 10,347 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $632,221 | 9,755 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $489,315 | 9,238 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $418,196 | 6,320 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $257,003 | 3,388 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $259,096 | 3,385 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $348,931 | 5,104 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $422,983 | 5,212 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $637,773 | 8,055 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $610,272 | 7,594 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,540,850 | 21,539 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $760,670 | 10,408 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $725,896 | 10,474 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $701,928 | 10,154 | Shares | Sole | 2021-02-11 | |
| 2020-06-30 | $213,286 | 3,219 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||