Position in WPC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$170,813
+$8,661 QoQ
Shares Held
2,389
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#691
of 890 holders
Holding Since
Mar 2020
26 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, 2026IAG Wealth Partners, LLC holds $170,813 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
|
2,389 | $170,813 |
All Filings in WPC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $170,813 | 2,389 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $162,152 | 2,386 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $153,305 | 2,382 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $165,073 | 2,443 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $155,887 | 2,499 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $157,459 | 2,495 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $127,047 | 2,332 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $155,064 | 2,489 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $156,617 | 2,845 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $151,767 | 2,689 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $168,117 | 2,594 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $157,535 | 2,913 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $200,247 | 2,964 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $239,785 | 3,096 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $286,497 | 3,666 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $685,016 | 9,814 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $283,463 | 3,421 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $171,219 | 2,118 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $173,781 | 2,118 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $169,087 | 2,315 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $182,445 | 2,445 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $209,732 | 2,964 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $209,199 | 2,964 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $214,832 | 3,297 | Shares | Sole | 2021-02-11 | |
| 2020-06-30 | $159,045 | 2,351 | Shares | Sole | 2021-02-11 | |
| 2020-03-31 | $146,419 | 2,521 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||