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Livermore
Livermore
ZHEN

LexAurum Advisors, LLC

SEC CIK
0001729677
Latest filing
Jul 15, 2026

WPC holding history

W. P. Carey Inc. in every 13F filed by LexAurum 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)
3,598
Value
$257.3K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of WPC by LexAurum Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,598$257.3K<0.1%00.0%UnchangedHolders
Q1 20263,598$244.5K<0.1%–No prior filingHolders
Q4 2025––––Not filedHolders
Q3 20253,602$243.4K<0.1%00.0%UnchangedHolders
Q2 20253,602$224.7K<0.1%00.0%UnchangedHolders
Q1 20253,602$227.3K<0.1%+3,602NewHolders
Q4 20240$00.0%−4,014−100.0%Sold outHolders
Q3 20244,014$250.1K0.1%−450−10.1%ReducedHolders
Q2 20244,464$245.7K0.1%−550−11.0%ReducedHolders
Q1 20245,014$283.0K0.1%−310−5.8%ReducedHolders
Q4 20235,324$345.0K0.1%−622−10.5%ReducedHolders
Q3 20235,946$321.6K0.1%−412−6.5%ReducedHolders
Q2 20236,358$429.5K0.1%−348−5.2%ReducedHolders
Q1 20236,706$519.4K0.2%−30.0%ReducedHolders
Q4 20226,709$524.3K0.2%+10.0%AddedHolders
Q3 20226,708$468.0K0.2%+73+1.1%AddedHolders
Q2 20226,635$550.0K0.2%+20.0%AddedHolders
Q1 20226,633$536.0K0.2%+10.0%AddedHolders
Q4 20216,632$544.0K0.2%+1,100+19.9%AddedHolders
Q3 20215,532$404.0K0.1%00.0%UnchangedHolders
Q2 20215,532$413.0K0.1%−839−13.2%ReducedHolders
Q1 20216,371$451.0K0.2%––Holders

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