Position in WPC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$922,207
+$115,318 QoQ
Shares Held
12,898
+8.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#365
of 891 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Founders Financial Alliance, LLC holds $922,207 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
|
12,898 | $922,207 |
All Filings in WPC
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $922,207 | 12,898 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $806,889 | 11,873 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $760,670 | 11,819 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $847,395 | 12,541 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $777,753 | 12,468 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $793,734 | 12,577 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $726,054 | 13,327 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $972,004 | 15,602 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $865,771 | 15,727 | Shares | Sole | 2024-08-26 | |
| 2024-03-31 | $901,516 | 15,973 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,072,929 | 16,555 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $909,950 | 16,826 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,147,100 | 16,979 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,260,188 | 16,271 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,299,556 | 16,629 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,139,833 | 16,330 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $391,596 | 4,726 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,216,884 | 15,053 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,278,257 | 15,579 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,111,448 | 15,217 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $963,253 | 12,909 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $804,027 | 11,363 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $687,785 | 9,745 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $510,588 | 7,836 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||