Position in WPC
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$4,463,273
+$296,414 QoQ
Shares Held
65,675
+1.4% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
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 Mar 31, 2026New Age Alpha Advisors, LLC holds $11,019,066 across 3 REIT - Diversified names. WPC ranks #2 (40.5% of the industry book) .
All Filings in WPC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||