Skip to main content
Livermore
Livermore
ZHEN

Capital Planning Advisors, LLC

SEC CIK
0001631941
Latest filing
May 14, 2026

WPC holding history

W. P. Carey Inc. in every 13F filed by Capital Planning 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 Q1 2026 holdings

Shares (Q1 2026)
3,683
Value
$250.3K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of WPC by Capital Planning Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20263,683$250.3K<0.1%−3−0.1%ReducedHolders
Q4 20253,686$237.2K<0.1%+37+1.0%AddedHolders
Q3 20253,649$246.6K<0.1%+2+0.1%AddedHolders
Q2 20253,647$227.5K<0.1%+2+0.1%AddedHolders
Q1 20253,645$230.0K<0.1%+3,645NewHolders
Q4 20240$00.0%−3,657−100.0%Sold outHolders
Q3 20243,657$227.8K<0.1%00.0%UnchangedHolders
Q2 20243,657$201.3K<0.1%00.0%UnchangedHolders
Q1 20243,657$206.4K<0.1%−88−2.3%ReducedHolders
Q4 20233,745$242.7K<0.1%−208−5.3%ReducedHolders
Q3 20233,953$213.8K<0.1%+207+5.5%AddedHolders
Q2 20233,746$253.1K0.1%+50+1.4%AddedHolders
Q1 20233,696$286.3K0.1%−25−0.7%ReducedHolders
Q4 20223,721$290.8K0.1%+62+1.7%AddedHolders
Q3 20223,659$255.0K0.1%−121−3.2%ReducedHolders
Q2 20223,780$313.0K0.1%+121+3.3%AddedHolders
Q1 20223,659$296.0K0.1%−29−0.8%ReducedHolders
Q4 20213,688$303.0K0.1%+59+1.6%AddedHolders
Q3 20213,629$265.0K0.1%00.0%UnchangedHolders
Q2 20213,629$271.0K0.1%−1,440−28.4%ReducedHolders
Q1 20215,069$359.0K0.1%––Holders

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