Institutional Owners for WPC
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| DFPG INVESTMENTS LLC | COM | 751 | $290,341 | 5,349 | 0.00 | 0.00 | -3,175 | -37.25 | 09-30-2023 |
| PRIVATE TRUST CO NA | Com | 752 | $300,656 | 5,327 | 0.00 | 0.00 | -1,315 | -19.80 | 03-31-2024 |
| LEXAURUM ADVISORS LLC | COM | 753 | $345,048 | 5,324 | 0.00 | 0.00 | -622 | -10.46 | 12-31-2023 |
| EVERGREEN CAPITAL MANAGEMENT LLC | COM | 754 | $304,233 | 5,309 | 0.00 | 0.00 | -119 | -2.19 | 03-31-2024 |
