Position in WPC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$234,591
+$11,615 QoQ
Shares Held
3,281
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#639
of 892 holders
Holding Since
Dec 2021
9 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, 2026Allied Investment Advisors, LLC holds $234,591 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
|
3,281 | $234,591 |
All Filings in WPC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,591 | 3,281 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $222,976 | 3,281 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $211,165 | 3,281 | Shares | Sole | 2026-02-09 | |
| 2023-03-31 | $228,090 | 2,945 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $230,151 | 2,945 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $205,560 | 2,945 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $250,237 | 3,020 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $244,136 | 3,020 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $247,791 | 3,020 | Shares | Sole | 2022-01-20 | |
| No filing history on record for this holder in this stock. | ||||||