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PFG Advisors

SEC CIK
0001694435
Latest filing
Jul 16, 2026

WPC holding history

W. P. Carey Inc. in every 13F filed by PFG Advisors, 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 (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q1 2021
Holdings of WPC by PFG Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−14,987−100.0%Sold outHolders
Q2 202314,987$1.01M0.1%−158−1.0%ReducedHolders
Q1 202315,145$1.17M0.1%−463−3.0%ReducedHolders
Q4 202215,608$1.22M0.1%+5,539+55.0%AddedHolders
Q3 202210,069$703.0K0.1%+93+0.9%AddedHolders
Q2 20229,976$827.0K0.1%−92−0.9%ReducedHolders
Q1 202210,068$814.0K0.1%+7,158+246.0%AddedHolders
Q4 20212,910$239.0K<0.1%−745−20.4%ReducedHolders
Q3 20213,655$267.0K<0.1%+5+0.1%AddedHolders
Q2 20213,650$272.0K<0.1%+5+0.1%AddedHolders
Q1 20213,645$258.0K<0.1%––Holders

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