Position in WPC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$200,200
-$16,659 QoQ
Shares Held
2,800
-2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#678
of 890 holders
Holding Since
Jun 2022
4 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, 2026Allie Family Office LLC holds $200,200 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
|
2,800 | $200,200 |
All Filings in WPC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,200 | 2,800 | Shares | Sole | 2026-08-13 | |
| 2023-03-31 | $216,859 | 2,800 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $218,819 | 2,800 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $232,007 | 2,800 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||