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Livermore
Livermore
ZHEN

FLC Capital Advisors

SEC CIK
0001713697
Latest filing
Jul 20, 2026

WPC holding history

W. P. Carey Inc. in every 13F filed by FLC Capital 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 (Q2 2026)
7,635
Value
$545.9K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of WPC by FLC Capital Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,635$545.9K0.1%00.0%UnchangedHolders
Q1 20267,635$518.9K0.1%+273+3.7%AddedHolders
Q4 20257,362$473.8K0.1%00.0%UnchangedHolders
Q3 20257,362$497.4K0.1%−500−6.4%ReducedHolders
Q2 20257,862$490.4K0.1%+153+2.0%AddedHolders
Q1 20257,709$486.5K0.1%+486+6.7%AddedHolders
Q4 20247,223$393.5K0.1%−1,045−12.6%ReducedHolders
Q3 20248,268$515.1K0.1%−393−4.5%ReducedHolders
Q2 20248,661$476.8K0.1%−150−1.7%ReducedHolders
Q1 20248,811$497.3K0.1%−1,739−16.5%ReducedHolders
Q4 202310,550$683.7K0.2%−2,882−21.5%ReducedHolders
Q3 202313,432$726.4K0.2%00.0%UnchangedHolders
Q2 202313,432$907.5K0.3%−5,377−28.6%ReducedHolders
Q1 202318,809$1.46M0.4%−1,379−6.8%ReducedHolders
Q4 202220,188$1.58M0.5%+48+0.2%AddedHolders
Q3 202220,140$1.41M0.5%00.0%UnchangedHolders
Q2 202220,140$1.67M0.6%+702+3.6%AddedHolders
Q1 202219,438$1.57M0.4%+3,584+22.6%AddedHolders
Q4 202115,854$1.30M0.4%−407−2.5%ReducedHolders
Q3 202116,261$1.19M0.4%−130−0.8%ReducedHolders
Q2 202116,391$1.22M0.4%00.0%UnchangedHolders
Q1 202116,391$1.16M0.4%––Holders

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