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Livermore
Livermore
ZHEN

Arkadios Wealth Advisors

SEC CIK
0001800798
Latest filing
Aug 10, 2026

WPC holding history

W. P. Carey Inc. in every 13F filed by Arkadios Wealth 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)
34,239
Value
$2.45M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of WPC by Arkadios Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202634,239$2.45M<0.1%+438+1.3%AddedHolders
Q1 202633,801$2.30M<0.1%−4,153−10.9%ReducedHolders
Q4 202537,954$2.44M<0.1%+1,524+4.2%AddedHolders
Q3 202536,430$2.46M0.1%+485+1.3%AddedHolders
Q2 202535,945$2.24M0.1%+504+1.4%AddedHolders
Q1 202535,441$2.24M0.1%+5,050+16.6%AddedHolders
Q4 202430,391$1.66M0.1%+11,478+60.7%AddedHolders
Q3 202418,913$1.18M0.1%+3,430+22.2%AddedHolders
Q2 202415,483$852.3K0.1%+5,151+49.9%AddedHolders
Q1 202410,332$583.1K<0.1%+54+0.5%AddedHolders
Q4 202310,278$666.1K0.1%+10,278NewHolders
Q3 20230$00.0%−3,698−100.0%Sold outHolders
Q2 20233,698$249.9K<0.1%−1,013−21.5%ReducedHolders
Q1 20234,711$364.9K<0.1%−4,172−47.0%ReducedHolders
Q4 20228,883$694.2K0.1%−677−7.1%ReducedHolders
Q3 20229,560$667.0K0.1%+9,560NewHolders
Q2 20220$00.0%−2,643−100.0%Sold outHolders
Q1 20222,643$214.0K<0.1%−1,603−37.8%ReducedHolders
Q4 20214,246$348.0K<0.1%+623+17.2%AddedHolders
Q3 20213,623$264.0K<0.1%−1,896−34.4%ReducedHolders
Q2 20215,519$411.0K0.1%+583+11.8%AddedHolders
Q1 20214,936$349.0K0.1%––Holders

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