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Advisor Partners LLC

SEC CIK
0001456114
Latest filing
Aug 11, 2022

WPC holding history

W. P. Carey Inc. in every 13F filed by Advisor Partners LLC, 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 2022 holdings

Shares (Q2 2022)
3,448
Value
$286.0K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2021
Holdings of WPC by Advisor Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20223,448$286.0K<0.1%−206−5.6%ReducedHolders
Q1 20223,654$295.0K<0.1%+25+0.7%AddedHolders
Q4 20213,629$298.0K<0.1%−26−0.7%ReducedHolders
Q3 20213,655$267.0K<0.1%00.0%UnchangedHolders
Q2 20213,655$273.0K<0.1%00.0%UnchangedHolders
Q1 20213,655$259.0K<0.1%––Holders

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