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Greenleaf Trust

SEC CIK
0001162170
Latest filing
Jul 21, 2026

WPC holding history

W. P. Carey Inc. in every 13F filed by Greenleaf Trust, 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)
3,973
Value
$284.1K
% of portfolio
<0.1%
Quarters held
8
Since Q2 2024
Holdings of WPC by Greenleaf Trust, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,973$284.1K<0.1%−111−2.7%ReducedHolders
Q1 20264,084$277.5K<0.1%+174+4.5%AddedHolders
Q4 20253,910$251.6K<0.1%−343−8.1%ReducedHolders
Q3 20254,253$287.4K<0.1%+46+1.1%AddedHolders
Q2 20254,207$262.4K<0.1%+205+5.1%AddedHolders
Q1 20254,002$252.6K<0.1%+4,002NewHolders
Q4 20240$00.0%−5,173−100.0%Sold outHolders
Q3 20245,173$322.3K<0.1%−547−9.6%ReducedHolders
Q2 20245,720$314.9K<0.1%+5,720NewHolders