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Livermore
Livermore
ZHEN

Symphony Financial, Ltd. Co.

SEC CIK
0001800687
Latest filing
Aug 3, 2026

WPC holding history

W. P. Carey Inc. in every 13F filed by Symphony Financial, Ltd. Co., 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)
4,108
Value
$298.0K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of WPC by Symphony Financial, Ltd. Co., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,108$298.0K<0.1%+610+17.4%AddedHolders
Q1 20263,498$238.6K<0.1%+3,498NewHolders
Q4 20250$00.0%−4,257−100.0%Sold outHolders
Q3 20254,257$286.3K<0.1%−25−0.6%ReducedHolders
Q2 20254,282$266.7K<0.1%+4,282NewHolders
Q1 20250$00.0%−3,929−100.0%Sold outHolders
Q4 20243,929$223.5K<0.1%−1,685−30.0%ReducedHolders
Q3 20245,614$352.2K0.1%+21+0.4%AddedHolders
Q2 20245,593$311.2K0.1%+22+0.4%AddedHolders
Q1 20245,571$314.4K0.1%00.0%UnchangedHolders
Q4 20235,571$373.3K0.1%+45+0.8%AddedHolders
Q3 20235,526$295.5K0.1%−1,246−18.4%ReducedHolders
Q2 20236,772$457.5K0.1%−266−3.8%ReducedHolders
Q1 20237,038$542.6K0.1%+17+0.2%AddedHolders
Q4 20227,021$555.6K0.1%+19+0.3%AddedHolders
Q3 20227,002$482.0K0.2%+1,593+29.5%AddedHolders
Q2 20225,409$454.0K0.1%−137−2.5%ReducedHolders
Q1 20225,546$453.0K0.1%+1,489+36.7%AddedHolders
Q4 20214,057$330.0K0.1%00.0%UnchangedHolders
Q3 20214,057$300.0K0.1%00.0%UnchangedHolders
Q2 20214,057$305.0K0.1%−237−5.5%ReducedHolders
Q1 20214,294$311.0K0.1%––Holders

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