Position in WPC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$251,465
-$66,383 QoQ
Shares Held
3,517
-24.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#619
of 890 holders
Holding Since
Dec 2020
22 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, 2026Inspire Advisors, LLC holds $523,771 across 2 REIT - Diversified names. WPC ranks #2 (48.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAT |
American Assets Trust, Inc.
|
11,029 | $272,306 | |
| 2 | WPC |
W. P. Carey Inc.
This page
|
3,517 | $251,465 |
All Filings in WPC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,465 | 3,517 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $317,848 | 4,677 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $222,299 | 3,454 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $240,819 | 3,564 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $299,548 | 4,802 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $343,255 | 5,439 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $310,971 | 5,708 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $460,272 | 7,388 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $454,823 | 8,262 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $467,831 | 8,289 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $416,209 | 6,422 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $351,249 | 6,495 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $262,808 | 3,890 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $361,691 | 4,670 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $363,163 | 4,647 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $325,546 | 4,664 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $293,241 | 3,539 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $301,775 | 3,733 | Shares | Defined | 2022-04-21 | |
| 2021-12-31 | $301,041 | 3,669 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $252,864 | 3,462 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $208,562 | 2,795 | Shares | Defined | 2021-08-10 | |
| 2020-12-31 | $86,389 | 1,224 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||