INDEPENDENT FINANCIAL GROUP, LLC

Position in WPC — W. P. Carey Inc.

CIK 275484 SAN DIEGO, CA

Position in WPC

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,523,164

+$483,043 QoQ

Shares Held

21,303

+31.8% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#46

of 224 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $4,811,403 across 3 REIT - Diversified names. WPC ranks #2 (31.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GNL	Global Net Lease, Inc.	198,391	$1,773,615
2	WPC	W. P. Carey Inc. This page	21,303	$1,523,164
3	VICI	Vici Properties Inc.	57,048	$1,514,624

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,523,164	21,303	+31.8%	Shares	Sole	2026-07-15
2025-12-31	$1,040,121	16,161	+13.3%	Shares	Sole	2026-05-15
2025-09-30	$963,413	14,258	+1.7%	Shares	Sole	2026-05-15
2025-06-30	$874,754	14,023	+50.5%	Shares	Sole	2026-05-15
2025-03-31	$587,932	9,316	+0.5%	Shares	Sole	2026-05-19
2024-12-31	$504,866	9,267	+2.9%	Shares	Sole	2026-06-12
2024-09-30	$560,886	9,003	-24.9%	Shares	Sole	2026-06-12
2024-06-30	$660,379	11,996	+7.9%	Shares	Sole	2026-06-12
2024-03-31	$627,556	11,119	-22.6%	Shares	Sole	2026-06-12
2023-12-31	$931,319	14,370	-23.5%	Shares	Sole	2026-06-12
2023-09-30	$995,263	18,790	+7.1%	Shares	Sole	2026-06-12
2023-06-30	$1,161,025	17,546	-33.3%	Shares	Sole	2026-06-12
2023-03-31	$1,994,280	26,290	+16.0%	Shares	Sole	2026-06-12
2022-12-31	$1,735,373	22,672	+48.9%	Shares	Sole	2026-06-15
2022-09-30	$1,040,914	15,226	+65.5%	Shares	Sole	2026-06-15
2022-06-30	$746,794	9,202	+23.0%	Shares	Sole	2026-06-12
2022-03-31	$592,246	7,480	+0.6%	Shares	Sole	2026-06-12
2021-12-31	$597,253	7,432	+43.8%	Shares	Sole	2026-06-15
2021-09-30	$369,849	5,170	+14.2%	Shares	Sole	2026-06-15
2021-06-30	$331,002	4,529	+11.2%	Shares	Sole	2026-06-15
2021-03-31	$282,346	4,074	-51.3%	Shares	Sole	2026-06-15
2020-12-31	$578,258	8,365	+2.0%	Shares	Sole	2026-06-15
2020-09-30	$523,258	8,199	+17.0%	Shares	Sole	2026-06-15
2020-06-30	$464,274	7,007	-0.5%	Shares	Sole	2026-06-15
2020-03-31	$400,473	7,040	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.