Position in WPC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$12,551,252
+$526,343 QoQ
Shares Held
175,542
-0.8% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#111
of 890 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $16,934,366 across 3 REIT - Diversified names. WPC ranks #1 (74.1% of the industry book) .
All Filings in WPC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,551,252 | 175,542 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $12,024,909 | 176,941 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $11,272,781 | 175,152 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $11,167,833 | 165,278 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $10,276,417 | 164,739 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $10,650,252 | 168,757 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $8,647,609 | 158,730 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $11,661,001 | 187,175 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $10,452,783 | 189,878 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $11,024,310 | 195,328 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $11,666,187 | 180,006 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $11,480,159 | 212,281 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $14,468,778 | 214,162 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $15,528,180 | 200,493 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $15,340,685 | 196,298 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $13,508,591 | 193,533 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $15,141,332 | 182,734 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $14,005,451 | 173,249 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $13,390,314 | 163,197 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $13,229,731 | 181,130 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $13,412,792 | 179,748 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $12,230,510 | 172,845 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $10,476,187 | 148,430 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $9,892,722 | 151,822 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $16,507,417 | 244,012 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $10,321,393 | 177,710 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||