Position in WPC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$253,467
+$6,841 QoQ
Shares Held
3,545
-2.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#616
of 890 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026UMB Bank, n.a. holds $307,662 across 6 REIT - Diversified names. WPC ranks #1 (82.4% of the industry book) .
All Filings in WPC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,467 | 3,545 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $246,626 | 3,629 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $226,289 | 3,516 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $219,534 | 3,249 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $200,301 | 3,211 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $188,256 | 2,983 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $105,146 | 1,930 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $89,836 | 1,442 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $51,691 | 939 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $46,901 | 831 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $49,967 | 771 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $41,803 | 773 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $49,993 | 740 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $57,312 | 740 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $54,395 | 740 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $51,651 | 740 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $76,478 | 923 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $74,614 | 923 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $75,731 | 923 | Shares | Defined | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||