Position in WPC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,432
+$170 QoQ
Shares Held
48
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#845
of 890 holders
Holding Since
Dec 2020
20 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, 2026IFS Advisors, LLC holds $8,205 across 2 REIT - Diversified names. WPC ranks #2 (41.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GNL |
Global Net Lease, Inc.
|
534 | $4,773 | |
| 2 | WPC |
W. P. Carey Inc.
This page
|
48 | $3,432 |
All Filings in WPC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,432 | 48 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,262 | 48 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $3,089 | 48 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $3,243 | 48 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,994 | 48 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,029 | 48 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,615 | 48 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,990 | 48 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,642 | 48 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,709 | 48 | Shares | Sole | 2024-04-04 | |
| 2023-12-31 | $3,110 | 48 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $2,595 | 48 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $3,242 | 48 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $3,717 | 48 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $3,751 | 48 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $3,350 | 48 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,977 | 48 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $3,880 | 48 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,938 | 48 | Shares | Sole | 2022-02-16 | |
| 2020-12-31 | $3,387 | 48 | Shares | Sole | 2021-01-25 | |
| No filing history on record for this holder in this stock. | ||||||