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Livermore
Livermore
ZHEN

True North Advisors, LLC

SEC CIK
0001634556
Latest filing
Jul 22, 2026

WPC holding history

W. P. Carey Inc. in every 13F filed by True North 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)
5,497
Value
$393.0K
% of portfolio
<0.1%
Quarters held
13
Since Q1 2023
Holdings of WPC by True North Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,497$393.0K<0.1%+5,497NewHolders
Q1 20260$00.0%−5,528−100.0%Sold outHolders
Q4 20255,528$355.8K<0.1%−132−2.3%ReducedHolders
Q3 20255,660$382.4K0.1%−199−3.4%ReducedHolders
Q2 20255,859$365.5K0.1%00.0%UnchangedHolders
Q1 20255,859$369.8K0.1%00.0%UnchangedHolders
Q4 20245,859$319.2K0.1%00.0%UnchangedHolders
Q3 20245,859$365.0K0.1%−80−1.3%ReducedHolders
Q2 20245,939$326.9K0.1%00.0%UnchangedHolders
Q1 20245,939$335.2K0.1%00.0%UnchangedHolders
Q4 20235,939$384.9K0.1%00.0%UnchangedHolders
Q3 20235,939$321.2K0.1%00.0%UnchangedHolders
Q2 20235,939$401.2K0.1%00.0%UnchangedHolders
Q1 20235,939$460.0K0.1%+5,939NewHolders