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Livermore
Livermore
ZHEN

Accel Wealth Management

SEC CIK
0001838226
Latest filing
Jul 10, 2026

WPC holding history

W. P. Carey Inc. in every 13F filed by Accel Wealth Management, 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)
9,831
Value
$702.9K
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of WPC by Accel Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,831$702.9K0.2%−166−1.7%ReducedHolders
Q1 20269,997$679.4K0.2%+76+0.8%AddedHolders
Q4 20259,921$638.5K0.2%−322−3.1%ReducedHolders
Q3 202510,243$692.1K0.2%+83+0.8%AddedHolders
Q2 202510,160$633.8K0.2%−184−1.8%ReducedHolders
Q1 202510,344$652.8K0.2%+154+1.5%AddedHolders
Q4 202410,190$555.2K0.2%+140+1.4%AddedHolders
Q3 202410,050$626.1K0.2%+43+0.4%AddedHolders
Q2 202410,007$550.9K0.2%+155+1.6%AddedHolders
Q1 20249,852$556.0K0.2%+124+1.3%AddedHolders
Q4 20239,728$630.5K0.3%−17−0.2%ReducedHolders
Q3 20239,745$527.0K0.3%+9,745NewHolders
Q2 20230$00.0%−2,212−100.0%Sold outHolders
Q1 20232,212$171.3K0.1%00.0%UnchangedHolders
Q4 20222,212$172.9K0.1%00.0%UnchangedHolders
Q3 20222,212$163.0K0.1%+1,045+89.5%AddedHolders
Q2 20221,167$98.0K0.1%00.0%UnchangedHolders
Q1 20221,167$96.0K<0.1%00.0%UnchangedHolders
Q4 20211,167$96.0K<0.1%00.0%UnchangedHolders
Q3 20211,167$85.0K0.1%00.0%UnchangedHolders
Q2 20211,167$87.0K0.1%00.0%UnchangedHolders
Q1 20211,167$83.0K0.1%––Holders

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