Position in WPC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$146,074
+$7,232 QoQ
Shares Held
2,043
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#697
of 890 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026ST GERMAIN D J CO INC holds $146,074 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
|
2,043 | $146,074 |
All Filings in WPC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $146,074 | 2,043 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $138,842 | 2,043 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $137,923 | 2,143 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $155,478 | 2,301 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $162,188 | 2,600 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $164,086 | 2,600 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $54,044 | 992 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $61,801 | 992 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $54,609 | 992 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $55,988 | 992 | Shares | Sole | 2024-04-02 | |
| 2023-12-31 | $64,291 | 992 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $53,647 | 992 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $67,019 | 992 | Shares | Sole | 2023-09-07 | |
| No filing history on record for this holder in this stock. | ||||||