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CAPTRUST FINANCIAL ADVISORS: WPC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on WPC, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 941,268 WPC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 941,268 shares
    Change vs previous 13F -153,894 shares

    0.1% of the 13F portfolio, value $67,300,629.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,095,162 shares
    Change vs previous 13F +64,797 shares

    0.13% of the 13F portfolio, value $74,427,072.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,030,365 shares
    Change vs previous 13F +188,259 shares

    0.13% of the 13F portfolio, value $66,314,310.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 842,106 shares
    Change vs previous 13F +70,572 shares

    0.12% of the 13F portfolio, value $56,901,115.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 771,534 shares
    Change vs previous 13F +744,097 shares

    0.11% of the 13F portfolio, value $48,128,278.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 27,437 shares
    Change vs previous 13F +8,095 shares

    <0.01% of the 13F portfolio, value $1,731,530.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 19,342 shares
    Change vs previous 13F -195 shares

    <0.01% of the 13F portfolio, value $1,053,767.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 19,537 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,217,127.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).