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Livermore
Livermore
ZHEN

Old Port Advisors

SEC CIK
0001744348
Latest filing
Jul 21, 2026

WPC holding history

W. P. Carey Inc. in every 13F filed by Old Port 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)
9,330
Value
$667.1K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of WPC by Old Port Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,330$667.1K0.1%00.0%UnchangedHolders
Q1 20269,330$634.1K0.1%−6−0.1%ReducedHolders
Q4 20259,336$600.9K0.1%−141−1.5%ReducedHolders
Q3 20259,477$640.4K0.2%00.0%UnchangedHolders
Q2 20259,477$591.2K0.2%−266−2.7%ReducedHolders
Q1 20259,743$614.9K0.2%+803+9.0%AddedHolders
Q4 20248,940$487.1K0.1%−398−4.3%ReducedHolders
Q3 20249,338$581.8K0.2%+441+5.0%AddedHolders
Q2 20248,897$489.8K0.1%−777−8.0%ReducedHolders
Q1 20249,674$546.0K0.2%+1,037+12.0%AddedHolders
Q4 20238,637$559.8K0.2%−2,173−20.1%ReducedHolders
Q3 202310,810$584.6K0.2%–No prior filingHolders
Q2 2023––––Not filedHolders
Q1 202310,982$809.3K0.3%−37−0.3%ReducedHolders
Q4 202211,019$861.1K0.3%−120−1.1%ReducedHolders
Q3 202211,139$819.0K0.3%−34−0.3%ReducedHolders
Q2 202211,173$917.0K0.4%−263−2.3%ReducedHolders
Q1 202211,436$937.0K0.3%+127+1.1%AddedHolders
Q4 202111,309$912.0K0.3%+455+4.2%AddedHolders
Q3 202110,854$820.0K0.3%−227−2.0%ReducedHolders
Q2 202111,081$870.0K0.3%−1,638−12.9%ReducedHolders
Q1 202112,719$900.0K0.4%––Holders

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