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Empower Advisory Group, LLC

SEC CIK
0001978885
Latest filing
Aug 12, 2026

WPC holding history

W. P. Carey Inc. in every 13F filed by Empower Advisory Group, 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)
3,066
Value
$219.2K
% of portfolio
<0.1%
Quarters held
13
Since Q1 2023
Holdings of WPC by Empower Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,066$219.2K<0.1%00.0%UnchangedHolders
Q1 20263,066$208.4K<0.1%+3,066NewHolders
Q4 20250$00.0%−4,407−100.0%Sold outHolders
Q3 20254,407$297.8K<0.1%−312−6.6%ReducedHolders
Q2 20254,719$294.4K<0.1%−1,108−19.0%ReducedHolders
Q1 20255,827$367.7K<0.1%+1,423+32.3%AddedHolders
Q4 20244,404$239.9K<0.1%−1,553−26.1%ReducedHolders
Q3 20245,957$371.1K<0.1%−564−8.6%ReducedHolders
Q2 20246,521$359.0K<0.1%−601−8.4%ReducedHolders
Q1 20247,122$402.0K<0.1%+449+6.7%AddedHolders
Q4 20236,673$432.5K<0.1%−726−9.8%ReducedHolders
Q3 20237,399$400.1K<0.1%−927−11.1%ReducedHolders
Q2 20238,326$562.5K<0.1%+995+13.6%AddedHolders
Q1 20237,331$559.1K<0.1%–No prior filingHolders