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Invst, LLC

SEC CIK
0001867587
Latest filing
Aug 14, 2026

WPC holding history

W. P. Carey Inc. in every 13F filed by Invst, 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)
9,819
Value
$702.1K
% of portfolio
0.1%
Quarters held
6
Since Q1 2025
Holdings of WPC by Invst, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,819$702.1K0.1%−146−1.5%ReducedHolders
Q1 20269,965$677.2K0.1%−414−4.0%ReducedHolders
Q4 202510,379$668.0K0.1%−704−6.4%ReducedHolders
Q3 202511,083$748.9K0.1%−217−1.9%ReducedHolders
Q2 202511,300$704.9K0.1%−333−2.9%ReducedHolders
Q1 202511,633$734.2K0.1%+11,633NewHolders