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Joel Isaacson & Co., LLC

SEC CIK
0001599330
Latest filing
Aug 4, 2026

WPC holding history

W. P. Carey Inc. in every 13F filed by Joel Isaacson & Co., 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 (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q1 2021
Holdings of WPC by Joel Isaacson & Co., LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−4,573−100.0%Sold outHolders
Q2 20254,573$285.3K<0.1%00.0%UnchangedHolders
Q1 20254,573$288.6K<0.1%00.0%UnchangedHolders
Q4 20244,573$249.1K<0.1%00.0%UnchangedHolders
Q3 20244,573$284.9K<0.1%−500−9.9%ReducedHolders
Q2 20245,073$279.3K<0.1%00.0%UnchangedHolders
Q1 20245,073$286.3K<0.1%−658−11.5%ReducedHolders
Q4 20235,731$371.4K<0.1%−26−0.5%ReducedHolders
Q3 20235,757$311.3K<0.1%+872+17.9%AddedHolders
Q2 20234,885$330.0K<0.1%+150+3.2%AddedHolders
Q1 20234,735$366.7K<0.1%00.0%UnchangedHolders
Q4 20224,735$370.0K<0.1%+50+1.1%AddedHolders
Q3 20224,685$327.0K<0.1%+401+9.4%AddedHolders
Q2 20224,284$355.0K<0.1%00.0%UnchangedHolders
Q1 20224,284$358.0K<0.1%00.0%UnchangedHolders
Q4 20214,284$352.0K<0.1%00.0%UnchangedHolders
Q3 20214,284$313.0K<0.1%+26+0.6%AddedHolders
Q2 20214,258$318.0K<0.1%00.0%UnchangedHolders
Q1 20214,258$301.0K<0.1%––Holders

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