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Livermore
Livermore
ZHEN

Rise Advisors, LLC

SEC CIK
0001831316
Latest filing
Jul 10, 2026

WPC holding history

W. P. Carey Inc. in every 13F filed by Rise Advisors, 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 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q4 2021
Holdings of WPC by Rise Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−1,724−100.0%Sold outHolders
Q3 20251,724$116.5K<0.1%+9+0.5%AddedHolders
Q2 20251,715$107.0K<0.1%+17+1.0%AddedHolders
Q1 20251,698$107.2K<0.1%−187−9.9%ReducedHolders
Q4 20241,885$102.7K<0.1%+11+0.6%AddedHolders
Q3 20241,874$116.7K0.1%+11+0.6%AddedHolders
Q2 20241,863$102.6K0.1%+11+0.6%AddedHolders
Q1 20241,852$104.5K0.1%+537+40.8%AddedHolders
Q4 20231,315$85.2K0.1%+4+0.3%AddedHolders
Q3 20231,311$70.9K0.1%+3+0.2%AddedHolders
Q2 20231,308$88.4K0.1%+2+0.2%AddedHolders
Q1 20231,306$101.1K0.1%+3+0.2%AddedHolders
Q4 20221,303$101.8K0.1%+185+16.5%AddedHolders
Q3 20221,118$78.0K0.1%00.0%UnchangedHolders
Q2 20221,118$93.0K0.1%00.0%UnchangedHolders
Q1 20221,118$90.0K0.1%00.0%UnchangedHolders
Q4 20211,118$91.7K0.1%–No prior filingHolders