Position in WPC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$180,895
-$15,509 QoQ
Shares Held
2,530
-12.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#687
of 890 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026HM PAYSON & CO holds $302,361 across 2 REIT - Diversified names. WPC ranks #1 (59.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
2,530 | $180,895 | |
| 2 | VICI |
Vici Properties Inc.
|
4,575 | $121,466 |
All Filings in WPC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $180,895 | 2,530 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $196,404 | 2,890 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $186,000 | 2,890 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $202,034 | 2,990 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $186,516 | 2,990 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $188,698 | 2,990 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $162,895 | 2,990 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $186,277 | 2,990 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $164,599 | 2,990 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $230,613 | 4,086 | Shares | Sole | 2024-06-20 | |
| 2023-12-31 | $264,813 | 4,086 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $220,970 | 4,086 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $276,049 | 4,086 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $262,245 | 3,386 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $296,657 | 3,796 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $264,960 | 3,796 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $314,536 | 3,796 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $306,868 | 3,796 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $311,461 | 3,796 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $197,207 | 2,700 | Shares | Sole | 2021-11-30 | |
| 2021-06-30 | $201,473 | 2,700 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $191,051 | 2,700 | Shares | Sole | 2021-06-15 | |
| 2020-12-31 | $190,565 | 2,700 | Shares | Sole | 2021-03-10 | |
| 2020-09-30 | $188,964 | 2,900 | Shares | Sole | 2020-12-21 | |
| 2020-06-30 | $148,830 | 2,200 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $234,062 | 4,030 | Shares | Sole | 2020-07-01 | |
| No filing history on record for this holder in this stock. | ||||||