Position in WPC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$214,500
+$10,620 QoQ
Shares Held
3,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#654
of 891 holders
Holding Since
Dec 2022
6 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, 2026Intelligence Driven Advisers, LLC holds $214,500 across 1 REIT - Diversified name. WPC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
3,000 | $214,500 |
All Filings in WPC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,500 | 3,000 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $203,880 | 3,000 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $202,710 | 3,000 | Shares | Sole | 2025-11-10 | |
| 2023-06-30 | $202,679 | 3,000 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $232,349 | 3,000 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $234,449 | 3,000 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||