Skip to main content
Livermore
Livermore
ZHEN

D.B. Root & Company, LLC

SEC CIK
0001731717
Latest filing
Aug 13, 2026

WPC holding history

W. P. Carey Inc. in every 13F filed by D.B. Root & Company, 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)
3,514
Value
$251.2K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of WPC by D.B. Root & Company, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,514$251.2K0.1%+2+0.1%AddedHolders
Q1 20263,512$238.7K0.1%−79−2.2%ReducedHolders
Q4 20253,591$231.1K0.1%−500−12.2%ReducedHolders
Q3 20254,091$276.5K0.1%+20.0%AddedHolders
Q2 20254,089$255.1K0.1%+10.0%AddedHolders
Q1 20254,088$258.0K0.1%−78−1.9%ReducedHolders
Q4 20244,166$227.0K0.1%+101+2.5%AddedHolders
Q3 20244,065$253.3K0.1%−3,566−46.7%ReducedHolders
Q2 20247,631$420.1K0.1%−848−10.0%ReducedHolders
Q1 20248,479$478.6K0.2%−5,566−39.6%ReducedHolders
Q4 202314,045$910.3K0.3%−5,535−28.3%ReducedHolders
Q3 202319,580$1.06M0.4%−760−3.7%ReducedHolders
Q2 202320,340$1.37M0.5%−1,358−6.3%ReducedHolders
Q1 202321,698$1.68M0.7%+27+0.1%AddedHolders
Q4 202221,671$1.69M0.7%+63+0.3%AddedHolders
Q3 202221,608$1.51M0.7%+15,562+257.4%AddedHolders
Q2 20226,046$501.0K0.2%−25−0.4%ReducedHolders
Q1 20226,071$490.0K0.2%−211−3.4%ReducedHolders
Q4 20216,282$515.0K0.2%+262+4.4%AddedHolders
Q3 20216,020$439.0K0.2%00.0%UnchangedHolders
Q2 20216,020$449.0K0.2%−1,433−19.2%ReducedHolders
Q1 20217,453$527.0K0.2%––Holders

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