Position in WPC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$331,617
-$52,696 QoQ
Shares Held
4,638
-18.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#566
of 897 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Fisher Asset Management, LLC holds $8,039,170 across 2 REIT - Diversified names. WPC ranks #2 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNL |
Broadstone Net Lease, Inc.
|
372,886 | $7,707,553 | |
| 2 | WPC |
W. P. Carey Inc.
This page
|
4,638 | $331,617 |
All Filings in WPC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $331,617 | 4,638 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $384,313 | 5,655 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $338,662 | 5,262 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $475,963 | 7,044 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $224,318 | 3,596 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $283,805 | 4,497 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $219,990 | 4,038 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $276,300 | 4,435 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $274,699 | 4,990 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $393,612 | 6,974 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $466,891 | 7,204 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $357,036 | 6,602 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $520,482 | 7,704 | Shares | Sole | 2023-12-12 | |
| 2023-03-31 | $501,411 | 6,474 | Shares | Sole | 2023-12-12 | |
| 2022-12-31 | $475,073 | 6,079 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $563,494 | 8,073 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $793,218 | 9,573 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $464,264 | 5,743 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $455,295 | 5,549 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $459,275 | 6,288 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $426,826 | 5,720 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $416,634 | 5,888 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $488,413 | 6,920 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $620,649 | 9,525 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $384,590 | 5,685 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $309,682 | 5,332 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||