Institutional Owners for WPC
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| INSIGHT WEALTH PARTNERS LLC | COM | 601 | $461,510 | 8,177 | 0.00 | 0.00 | -335 | -3.94 | 03-31-2024 |
| WELLINGTON SHIELDS & CO LLC | REIT | 602 | $460,325 | 8,156 | 0.00 | 0.00 | -849 | -9.43 | 03-31-2024 |
| AE WEALTH MANAGEMENT LLC | COM | 603 | $459,842 | 8,147 | 0.00 | 0.00 | -41,646 | -83.64 | 03-31-2024 |
| PERIGON WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -4,601 | -36.29 | 03-31-2024 |
