Position in WPC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$825,467
-$17,101 QoQ
Shares Held
11,545
-6.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#384
of 892 holders
Holding Since
Dec 2024
6 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, 2026World Investment Advisors holds $1,197,751 across 2 REIT - Diversified names. WPC ranks #1 (68.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
11,545 | $825,467 | |
| 2 | VICI |
Vici Properties Inc.
|
14,022 | $372,284 |
All Filings in WPC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $825,467 | 11,545 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $842,568 | 12,398 | Shares | Sole | 2026-04-27 | |
| 2025-09-30 | $551,032 | 8,155 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $430,609 | 6,903 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $436,026 | 6,909 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $360,929 | 6,625 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||