Position in WPC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,704,484
+$1,241,211 QoQ
Shares Held
79,783
+21.5% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#176
of 906 holders
Holding Since
Dec 2024
7 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, 2026New Age Alpha Advisors, LLC holds $11,053,804 across 2 REIT - Diversified names. WPC ranks #1 (51.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
79,783 | $5,704,484 | |
| 2 | VICI |
Vici Properties Inc.
|
201,481 | $5,349,320 |
All Filings in WPC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,704,484 | 79,783 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,463,273 | 65,675 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,166,859 | 64,743 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,030,919 | 44,856 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,893,371 | 46,383 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,818,322 | 76,348 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,358,474 | 61,646 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||