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Livermore
Livermore
ZHEN

LVW Advisors, LLC

SEC CIK
0001576053
Latest filing
Jul 15, 2026

WPC holding history

W. P. Carey Inc. in every 13F filed by LVW Advisors, 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 2026 holdings

Shares (Q2 2026)
3,018
Value
$215.8K
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of WPC by LVW Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,018$215.8K<0.1%−427−12.4%ReducedHolders
Q1 20263,445$234.1K<0.1%+20+0.6%AddedHolders
Q4 20253,425$220.4K<0.1%+19+0.6%AddedHolders
Q3 20253,406$230.1K<0.1%00.0%UnchangedHolders
Q2 20253,406$212.5K<0.1%00.0%UnchangedHolders
Q1 20253,406$215.0K<0.1%+3,406NewHolders
Q4 20240$00.0%−3,406−100.0%Sold outHolders
Q3 20243,406$212.2K<0.1%+3,406NewHolders
Q2 20240$00.0%−9,747−100.0%Sold outHolders
Q1 20249,747$550.1K0.1%+5,842+149.6%AddedHolders
Q4 20233,905$253.1K<0.1%00.0%UnchangedHolders
Q3 20233,905$211.2K<0.1%00.0%UnchangedHolders
Q2 20233,905$263.8K0.1%00.0%UnchangedHolders
Q1 20233,905$302.4K0.1%00.0%UnchangedHolders
Q4 20223,905$305.2K0.1%+3,905NewHolders
Q3 20220$00.0%−3,905−100.0%Sold outHolders
Q2 20223,905$324.0K0.1%00.0%UnchangedHolders
Q1 20223,905$316.0K0.1%00.0%UnchangedHolders
Q4 20213,905$320.0K0.1%+108+2.8%AddedHolders
Q3 20213,797$277.0K<0.1%00.0%UnchangedHolders
Q2 20213,797$283.0K0.1%00.0%UnchangedHolders
Q1 20213,797$269.0K0.1%––Holders

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