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Aurora Private Wealth, Inc.

SEC CIK
0001802132
Latest filing
Jul 21, 2026

WPC holding history

W. P. Carey Inc. in every 13F filed by Aurora Private Wealth, Inc., 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 2025)
10,149
Value
$633.0K
% of portfolio
0.5%
Quarters held
17
Since Q1 2021
Holdings of WPC by Aurora Private Wealth, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 2025––––Not filedHolders
Q2 202510,149$633.0K0.5%−1,328−11.6%ReducedHolders
Q1 202511,477$724.0K0.6%+23+0.2%AddedHolders
Q4 202411,454$624.0K0.5%−192−1.6%ReducedHolders
Q3 202411,646$726.0K0.6%+37+0.3%AddedHolders
Q2 202411,609$639.0K0.6%−971−7.7%ReducedHolders
Q1 202412,580$705.0K0.6%−882−6.6%ReducedHolders
Q4 202313,462$872.0K0.8%+135+1.0%AddedHolders
Q3 202313,327$721.0K0.8%−36−0.3%ReducedHolders
Q2 202313,363$903.0K1.0%+101+0.8%AddedHolders
Q1 202313,262$1.03M1.1%−1,520−10.3%ReducedHolders
Q4 202214,782$1.16M1.3%−894−5.7%ReducedHolders
Q3 202215,676$1.09M0.5%+1,698+12.1%AddedHolders
Q2 202213,978$1.16M0.5%−11−0.1%ReducedHolders
Q1 202213,989$1.13M0.5%−40−0.3%ReducedHolders
Q4 202114,029$1.15M0.5%+70+0.5%AddedHolders
Q3 202113,959$1.02M0.4%+13,959NewHolders
Q2 20210$00.0%−14,967−100.0%Sold outHolders
Q1 202114,967$1.06M0.4%––Holders

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