Position in WPC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$395,109
+$7,737 QoQ
Shares Held
5,526
-3.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#521
of 890 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Allen Capital Group, LLC holds $395,109 across 1 REIT - Diversified name. WPC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
5,526 | $395,109 |
All Filings in WPC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $395,109 | 5,526 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $387,372 | 5,700 | Shares | Sole | 2026-05-27 | |
| 2025-12-31 | $366,401 | 5,693 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $385,149 | 5,700 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $356,065 | 5,708 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $358,464 | 5,680 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $313,368 | 5,752 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $359,657 | 5,773 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $316,647 | 5,752 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $324,642 | 5,752 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $366,759 | 5,659 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $335,512 | 6,204 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $424,141 | 6,278 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $541,995 | 6,998 | Shares | Sole | 2023-04-28 | |
| 2022-09-30 | $492,089 | 7,050 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $584,162 | 7,050 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $554,239 | 6,856 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $537,181 | 6,547 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $478,192 | 6,547 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $494,655 | 6,629 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $488,880 | 6,909 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $492,577 | 6,979 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $454,751 | 6,979 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $472,129 | 6,979 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $425,145 | 7,320 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||