Position in WPC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$100,672
+$4,781 QoQ
Shares Held
1,408
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#717
of 890 holders
Holding Since
Dec 2023
11 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, 2026Bruce G. Allen Investments, LLC holds $112,407 across 2 REIT - Diversified names. WPC ranks #1 (89.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
1,408 | $100,672 | |
| 2 | VICI |
Vici Properties Inc.
|
442 | $11,735 |
All Filings in WPC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $100,672 | 1,408 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $95,891 | 1,411 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $92,485 | 1,437 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $96,962 | 1,435 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $89,515 | 1,435 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $90,689 | 1,437 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $80,140 | 1,471 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $73,389 | 1,178 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $62,867 | 1,142 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $45,490 | 806 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $7,453 | 115 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||