Turning Point Benefit Group, Inc.

SEC CIK: 0002008513
Latest filing: Jul 23, 2026

SEC filings (opens in a new tab)

WPC holding history

W. P. Carey Inc. in every 13F filed by Turning Point Benefit Group, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WPC overview All 13F holders of WPC Full Q2 2026 holdings

Shares (Q2 2026): 2,996
Value: $214.0K
% of portfolio: 0.1%
Quarters held: 3; Since Q3 2025

Holdings of WPC by Turning Point Benefit Group, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,996	$214.0K	0.1%	+2,996	New	Holders
Q1 2026	0	$0	0.0%	−2,511−100.0%	Sold out	Holders
Q4 2025	2,511	$161.6K	0.1%	+148+6.3%	Added	Holders
Q3 2025	2,363	$161.8K	0.1%	+2,363	New	Holders