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Boston Private Wealth LLC

SEC CIK
0001626116
Latest filing
Jul 17, 2026

WPC holding history

W. P. Carey Inc. in every 13F filed by Boston Private Wealth 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 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q2 2021
Holdings of WPC by Boston Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−917−100.0%Sold outHolders
Q1 2025917$57.9K<0.1%+917NewHolders
Q3 20240$00.0%−3,716−100.0%Sold outHolders
Q2 20243,716$204.6K<0.1%−79−2.1%ReducedHolders
Q1 20243,795$214.2K<0.1%+3,795NewHolders
Q4 20230$00.0%−6,269−100.0%Sold outHolders
Q3 20236,269$339.0K<0.1%−559−8.2%ReducedHolders
Q2 20236,828$461.3K<0.1%−469−6.4%ReducedHolders
Q1 20237,297$565.1K<0.1%−1,334−15.5%ReducedHolders
Q4 20228,631$674.5K<0.1%+1,497+21.0%AddedHolders
Q3 20227,134$498.0K<0.1%+1,663+30.4%AddedHolders
Q2 20225,471$453.0K<0.1%+325+6.3%AddedHolders
Q1 20225,146$416.0K<0.1%+2,057+66.6%AddedHolders
Q4 20213,089$253.0K<0.1%−8,555−73.5%ReducedHolders
Q3 202111,644$851.0K<0.1%+5,857+101.2%AddedHolders
Q2 20215,787$432.0K<0.1%+5,787NewHolders