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Livermore
Livermore
ZHEN

Stephens Inc

SEC CIK
0000757657
Latest filing
Jul 29, 2026

WPC holding history

W. P. Carey Inc. in every 13F filed by Stephens Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WPC overviewAll 13F holders of WPCFull Q2 2026 holdings

Shares (Q2 2026)
11,158
Value
$797.8K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WPC by Stephens Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,158$797.8K<0.1%−428−3.7%ReducedHolders
Q1 202611,586$787.4K<0.1%+132+1.2%AddedHolders
Q4 202511,454$737.2K<0.1%−1,061−8.5%ReducedHolders
Q3 202512,515$845.6K<0.1%−1,389−10.0%ReducedHolders
Q2 202513,904$867.3K<0.1%−655−4.5%ReducedHolders
Q1 202514,559$918.8K<0.1%+1,167+8.7%AddedHolders
Q4 202413,392$729.6K<0.1%+392+3.0%AddedHolders
Q3 202413,000$809.9K<0.1%+953+7.9%AddedHolders
Q2 202412,047$663.2K<0.1%+1,177+10.8%AddedHolders
Q1 202410,870$613.5K<0.1%+4,331+66.2%AddedHolders
Q4 20236,539$423.8K<0.1%−6,769−50.9%ReducedHolders
Q3 202313,308$719.7K<0.1%−475−3.4%ReducedHolders
Q2 202313,783$931.2K<0.1%+1,284+10.3%AddedHolders
Q1 202312,499$968.1K<0.1%−993−7.4%ReducedHolders
Q4 202213,492$1.05M<0.1%−796−5.6%ReducedHolders
Q3 202214,288$997.0K<0.1%+16+0.1%AddedHolders
Q2 202214,272$1.18M<0.1%−59−0.4%ReducedHolders
Q1 202214,331$1.16M<0.1%−210−1.4%ReducedHolders
Q4 202114,541$1.19M<0.1%−723−4.7%ReducedHolders
Q3 202115,264$1.11M<0.1%+612+4.2%AddedHolders
Q2 202114,652$1.09M<0.1%+301+2.1%AddedHolders
Q1 202114,351$1.01M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.