Position in WPC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$114,114
-$4,204 QoQ
Shares Held
1,596
-8.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#171
of 253 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026IFP Advisors, Inc holds $503,001 across 14 REIT - Diversified names. WPC ranks #2 (22.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
10,001 | $265,526 | |
| 2 | WPC |
W. P. Carey Inc.
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|
1,596 | $114,114 | |
| 3 | NXDT |
Nexpoint Diversified Real Estate Trust
|
4,801 | $24,917 | |
| 4 | AAT |
American Assets Trust, Inc.
|
686 | $16,937 | |
| 5 | BNL |
Broadstone Net Lease, Inc.
|
799 | $16,515 | |
| 6 | GOOD |
Gladstone Commercial Corp
|
992 | $12,201 | |
| 7 | SAFE |
Safehold Inc.
|
743 | $11,665 | |
| 8 | GNL |
Global Net Lease, Inc.
|
1,165 | $10,415 |
All Filings in WPC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $114,114 | 1,596 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $118,318 | 1,741 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $94,480 | 1,468 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $98,922 | 1,464 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $94,256 | 1,511 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $95,296 | 1,510 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $79,213 | 1,454 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $84,665 | 1,359 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $70,959 | 1,289 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $80,539 | 1,427 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $200,911 | 3,100 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $149,368 | 2,820 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $183,292 | 2,770 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $244,031 | 3,217 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $961,375 | 12,560 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $959,287 | 14,032 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $895,309 | 11,032 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $873,483 | 11,032 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $196,566 | 2,446 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $174,551 | 2,440 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $178,327 | 2,440 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $169,103 | 2,440 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $168,673 | 2,440 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $252,088 | 3,950 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $331,160 | 4,998 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $549,854 | 9,666 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||