CWM Advisors, LLC

SEC CIK: 0001670139
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

WPC holding history

W. P. Carey Inc. in every 13F filed by CWM Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WPC overview All 13F holders of WPC Full Q2 2026 holdings

Shares (Q2 2026): 42,811
Value: $3.06M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of WPC by CWM Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	42,811	$3.06M	0.1%	+5,826+15.8%	Added	Holders
Q1 2026	36,985	$2.51M	0.1%	+10,687+40.6%	Added	Holders
Q4 2025	26,298	$1.69M	0.2%	+1,578+6.4%	Added	Holders
Q3 2025	24,720	$1.67M	0.2%	−685−2.7%	Reduced	Holders
Q2 2025	25,405	$1.58M	0.2%	+923+3.8%	Added	Holders
Q1 2025	24,482	$1.55M	0.2%	+547+2.3%	Added	Holders
Q4 2024	23,935	$1.30M	0.1%	−797−3.2%	Reduced	Holders
Q3 2024	24,732	$1.54M	0.2%	−1,120−4.3%	Reduced	Holders
Q2 2024	25,852	$1.42M	0.2%	−5,975−18.8%	Reduced	Holders
Q1 2024	31,827	$1.80M	0.2%	+4,330+15.7%	Added	Holders
Q4 2023	27,497	$1.78M	0.2%	−1,678−5.8%	Reduced	Holders
Q3 2023	29,175	$1.58M	0.2%	−826−2.8%	Reduced	Holders
Q2 2023	30,001	$2.03M	0.2%	−294−1.0%	Reduced	Holders
Q1 2023	30,295	$2.35M	0.3%	+3,422+12.7%	Added	Holders
Q4 2022	26,873	$2.10M	0.3%	+1,622+6.4%	Added	Holders
Q3 2022	25,251	$1.76M	0.2%	+326+1.3%	Added	Holders
Q2 2022	24,925	$2.06M	0.3%	−421−1.7%	Reduced	Holders
Q1 2022	25,346	$2.05M	0.2%	−2,226−8.1%	Reduced	Holders
Q4 2021	27,572	$2.26M	0.3%	+1,244+4.7%	Added	Holders
Q3 2021	26,328	$1.92M	0.2%	+14,146+116.1%	Added	Holders
Q2 2021	12,182	$909.0K	0.1%	+998+8.9%	Added	Holders
Q1 2021	11,184	$791.0K	0.1%	–	–	Holders

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