Avondale Wealth Management
- SEC CIK
- 0001738720
- Latest filing
- Jul 13, 2026
WPC holding history
W. P. Carey Inc. in every 13F filed by Avondale Wealth Management, 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 2025)
- 0
- Sold out in Q3 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 0 | $0 | 0.0% | −1,500−100.0% | Sold out | Holders |
| Q2 2025 | 1,500 | $93.6K | 0.1% | +1,500 | New | Holders |
| Q4 2024 | 0 | $0 | 0.0% | −1,000−100.0% | Sold out | Holders |
| Q3 2024 | 1,000 | $62.3K | <0.1% | +1,000 | New | Holders |
| Q1 2023 | 0 | $0 | 0.0% | −1,189−100.0% | Sold out | Holders |
| Q4 2022 | 1,189 | $92.9K | 0.1% | +700+143.1% | Added | Holders |
| Q3 2022 | 489 | $34.0K | <0.1% | +489 | New | Holders |