Skip to main content

BEAM Asset Management, LLC

SEC CIK
0001803426
Latest filing
Jul 29, 2026

WPC holding history

W. P. Carey Inc. in every 13F filed by BEAM Asset Management, 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 (Q4 2021)
0
Sold out in Q4 2021
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q1 2021
Holdings of WPC by BEAM Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20210$00.0%−15,003−100.0%Sold outHolders
Q3 202115,003$1.10M0.9%+88+0.6%AddedHolders
Q2 202114,915$1.11M1.0%−361−2.4%ReducedHolders
Q1 202115,276$1.08M1.0%––Holders

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