Pasadena Private Wealth, LLC

SEC CIK: 0001760578
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

WPC holding history

W. P. Carey Inc. in every 13F filed by Pasadena Private Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WPC overview All 13F holders of WPC Full Q2 2026 holdings

Shares (Q2 2026): 12,966
Value: $927.1K
% of portfolio: 0.1%
Quarters held: 3; Since Q4 2025

Holdings of WPC by Pasadena Private Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	12,966	$927.1K	0.1%	+40+0.3%	Added	Holders
Q1 2026	12,926	$878.4K	0.1%	+41+0.3%	Added	Holders
Q4 2025	12,885	$829.3K	0.1%	+12,885	New	Holders