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Sightline Wealth Advisors, LLC

SEC CIK
0001841979
Latest filing
Jul 22, 2026

WPC holding history

W. P. Carey Inc. in every 13F filed by Sightline Wealth 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 (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q4 2022
Holdings of WPC by Sightline Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−2,588−100.0%Sold outHolders
Q4 20222,588$202.3K0.2%+2,588NewHolders