Position in WPC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$220,935
New position
Shares Held
3,090
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#650
of 891 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Advyzon Investment Management, LLC holds $443,635 across 2 REIT - Diversified names. WPC ranks #2 (49.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
8,388 | $222,700 | |
| 2 | WPC |
W. P. Carey Inc.
This page
|
3,090 | $220,935 |
All Filings in WPC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,935 | 3,090 | Shares | Other | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||