LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Position in WPC — W. P. Carey Inc.
CIK 932974
BOSTON, MA
Position in WPC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$697,554
+$34,537 QoQ
Shares Held
9,756
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#420
of 891 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $697,554 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
|
9,756 | $697,554 |
All Filings in WPC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $697,554 | 9,756 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $663,017 | 9,756 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $627,896 | 9,756 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $659,212 | 9,756 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $608,579 | 9,756 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $615,701 | 9,756 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $544,800 | 10,000 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $623,000 | 10,000 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $550,500 | 10,000 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $564,400 | 10,000 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $648,100 | 10,000 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $540,800 | 10,000 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $699,245 | 10,350 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $801,607 | 10,350 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $808,852 | 10,350 | Shares | Sole | 2023-03-02 | |
| 2022-09-30 | $722,429 | 10,350 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $857,600 | 10,350 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $808,400 | 10,000 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $820,500 | 10,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $730,399 | 10,000 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $746,199 | 10,000 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $709,652 | 10,029 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $705,799 | 10,000 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $651,600 | 10,000 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $676,500 | 10,000 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $580,799 | 10,000 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||