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Livermore
Livermore
ZHEN

Capital Analysts, LLC

SEC CIK
0001624758
Latest filing
Aug 5, 2026

WPC holding history

W. P. Carey Inc. in every 13F filed by Capital Analysts, 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)
1,558
Value
$111.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WPC by Capital Analysts, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,558$111.0K<0.1%−69−4.2%ReducedHolders
Q1 20261,627$110.0K<0.1%+481+42.0%AddedHolders
Q4 20251,146$74.0K<0.1%+61+5.6%AddedHolders
Q3 20251,085$73.0K<0.1%+121+12.6%AddedHolders
Q2 2025964$60.0K<0.1%+7+0.7%AddedHolders
Q1 2025957$61.0K<0.1%+7+0.7%AddedHolders
Q4 2024950$52.0K<0.1%+7+0.7%AddedHolders
Q3 2024943$59.0K<0.1%+6+0.6%AddedHolders
Q2 2024937$52.0K<0.1%+7+0.8%AddedHolders
Q1 2024930$52.0K<0.1%+5+0.5%AddedHolders
Q4 2023925$60.0K<0.1%+9+1.0%AddedHolders
Q3 2023916$50.0K<0.1%+6+0.7%AddedHolders
Q2 2023910$62.0K<0.1%+6+0.7%AddedHolders
Q1 2023904$70.0K<0.1%+75+9.0%AddedHolders
Q4 2022829$65.0K<0.1%+130+18.6%AddedHolders
Q3 2022699$49.0K<0.1%+5+0.7%AddedHolders
Q2 2022694$57.0K<0.1%+55+8.6%AddedHolders
Q1 2022639$52.0K<0.1%+211+49.3%AddedHolders
Q4 2021428$35.0K<0.1%+5+1.2%AddedHolders
Q3 2021423$31.0K<0.1%+55+14.9%AddedHolders
Q2 2021368$27.0K<0.1%+5+1.4%AddedHolders
Q1 2021363$26.0K<0.1%––Holders

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