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IFS Advisors, LLC

Position in WPC — W. P. Carey Inc.

CIK 1765617 OVERLAND PARK, KS

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, 2026

IFS 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
2 WPC
W. P. Carey Inc.
This page
48 $3,432

All Filings in WPC

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20 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,432 48
2026-03-31 $3,262 48
2025-12-31 $3,089 48
2025-09-30 $3,243 48
2025-06-30 $2,994 48
2025-03-31 $3,029 48
2024-12-31 $2,615 48
2024-09-30 $2,990 48
2024-06-30 $2,642 48
2024-03-31 $2,709 48
2023-12-31 $3,110 48
2023-09-30 $2,595 48
2023-06-30 $3,242 48
2023-03-31 $3,717 48
2022-12-31 $3,751 48
2022-09-30 $3,350 48
2022-06-30 $3,977 48
2022-03-31 $3,880 48
2021-12-31 $3,938 48
2020-12-31 $3,387 48