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Livermore
Livermore
ZHEN

Client 1st Advisory Group, LLC

SEC CIK
0001802816
Latest filing
Jul 13, 2026

WPC holding history

W. P. Carey Inc. in every 13F filed by Client 1st Advisory Group, LLC, 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)
10,995
Value
$786.1K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of WPC by Client 1st Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,995$786.1K0.2%−213−1.9%ReducedHolders
Q1 202611,208$761.7K0.2%00.0%UnchangedHolders
Q4 202511,208$721.3K0.2%00.0%UnchangedHolders
Q3 202511,208$757.3K0.3%00.0%UnchangedHolders
Q2 202511,208$699.2K0.3%−480−4.1%ReducedHolders
Q1 202511,688$737.6K0.3%−642−5.2%ReducedHolders
Q4 202412,330$671.7K0.3%−391−3.1%ReducedHolders
Q3 202412,721$792.5K0.3%−1,000−7.3%ReducedHolders
Q2 202413,721$755.3K0.3%−13−0.1%ReducedHolders
Q1 202413,734$775.1K0.3%−49−0.4%ReducedHolders
Q4 202313,783$893.3K0.4%−240−1.7%ReducedHolders
Q3 202314,023$758.4K0.4%+2,050+17.1%AddedHolders
Q2 202311,973$808.9K0.4%−33−0.3%ReducedHolders
Q1 202312,006$929.9K0.5%00.0%UnchangedHolders
Q4 202212,006$938.3K0.5%+169+1.4%AddedHolders
Q3 202211,837$826.0K0.5%00.0%UnchangedHolders
Q2 202211,837$981.0K0.6%−257−2.1%ReducedHolders
Q1 202212,094$978.0K0.5%00.0%UnchangedHolders
Q4 202112,094$992.0K0.5%−19−0.2%ReducedHolders
Q3 202112,113$885.0K0.5%00.0%UnchangedHolders
Q2 202112,113$904.0K0.5%−340−2.7%ReducedHolders
Q1 202112,453$881.0K0.5%––Holders

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