Position in WPC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,810,737
+$89,650 QoQ
Shares Held
25,325
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#276
of 892 holders
Holding Since
Jun 2023
8 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, 2026Fiduciary Alliance LLC holds $2,060,350 across 2 REIT - Diversified names. WPC ranks #1 (87.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
25,325 | $1,810,737 | |
| 2 | GNL |
Global Net Lease, Inc.
|
27,921 | $249,613 |
All Filings in WPC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,810,737 | 25,325 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,721,087 | 25,325 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,630,238 | 25,330 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,719,994 | 25,455 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,555,570 | 24,937 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,591,760 | 25,222 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,418,332 | 26,034 | Shares | Sole | 2025-01-13 | |
| 2023-06-30 | $36,887 | 546 | Shares | Sole | 2023-07-18 | |
| No filing history on record for this holder in this stock. | ||||||