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Intelligence Driven Advisers, LLC

SEC CIK
0001819955
Latest filing
Aug 6, 2026

WPC holding history

W. P. Carey Inc. in every 13F filed by Intelligence Driven Advisers, 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)
3,000
Value
$214.5K
% of portfolio
<0.1%
Quarters held
6
Since Q4 2022
Holdings of WPC by Intelligence Driven Advisers, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,000$214.5K<0.1%00.0%UnchangedHolders
Q1 20263,000$203.9K<0.1%+3,000NewHolders
Q4 20250$00.0%−3,000−100.0%Sold outHolders
Q3 20253,000$202.7K<0.1%+3,000NewHolders
Q3 20230$00.0%−3,000−100.0%Sold outHolders
Q2 20233,000$204.1K<0.1%00.0%UnchangedHolders
Q1 20233,000$223.4K<0.1%00.0%UnchangedHolders
Q4 20223,000$241.8K<0.1%+3,000NewHolders