Allied Private Wealth LLC

Position in WPC — W. P. Carey Inc.

CIK 2132253 BOCA RATON, FL

Position in WPC

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,430

New position

Shares Held

20

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#864

of 890 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Allied Private Wealth LLC holds $215,558 across 5 REIT - Diversified names. WPC ranks #3 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BNL	Broadstone Net Lease, Inc.	10,000	$206,700
2	VICI	Vici Properties Inc.	209	$5,548
3	WPC	W. P. Carey Inc. This page	20	$1,430
4	MKZR	MacKenzie Realty Capital, Inc.	720	$1,231
5	ESRT	Empire State Realty Trust, Inc.	120	$649

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,430	20	—	Shares	Sole	2026-07-09
No filing history on record for this holder in this stock.