Position in WPC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$565,064
-$247,261 QoQ
Shares Held
7,903
-33.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#453
of 891 holders
Holding Since
Mar 2020
26 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, 2026Independent Advisor Alliance holds $842,352 across 2 REIT - Diversified names. WPC ranks #1 (67.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
7,903 | $565,064 | |
| 2 | VICI |
Vici Properties Inc.
|
10,444 | $277,288 |
All Filings in WPC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $565,064 | 7,903 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $812,325 | 11,953 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $767,556 | 11,926 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $952,871 | 14,102 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $641,577 | 10,285 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $650,095 | 10,301 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $563,158 | 10,337 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $557,958 | 8,956 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $552,316 | 10,033 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $524,779 | 9,298 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $709,021 | 10,940 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $823,692 | 15,231 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,250,670 | 18,512 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,480,456 | 19,115 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,518,376 | 19,429 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,448,209 | 20,748 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,558,430 | 18,808 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,566,275 | 19,375 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,607,195 | 19,588 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,397,693 | 19,136 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,413,451 | 18,942 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,253,796 | 17,719 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $934,973 | 13,247 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $649,124 | 9,962 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $653,769 | 9,664 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $644,513 | 11,097 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||