Institutional Owners for WPC
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| FIRST REPUBLIC INVESTMENT MANAGEMENT INC | COM | 251 | $3,082,504 | 45,626 | 0.00 | 0.02 | -42,614 | -48.29 | 06-30-2023 |
| RENCH WEALTH MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,557 | -3.31 | 03-31-2024 |
| COLONIAL TRUST ADVISORS | REIT | 253 | $2,836,474 | 43,766 | 0.00 | 0.00 | -19,181 | -30.47 | 12-31-2023 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | COM | Liquidated | $0 | 0 | 0.11 | 43,400 | +Inf | 03-31-2024 |
