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Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

WPC holding history

W. P. Carey Inc. in every 13F filed by Bartlett & Co. Wealth Management 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 (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q3 2021
Holdings of WPC by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−48−100.0%Sold outHolders
Q2 202348$3.29K<0.1%00.0%UnchangedHolders
Q1 202348$3.77K<0.1%00.0%UnchangedHolders
Q4 202248$3.80K<0.1%+48NewHolders
Q4 20210$00.0%−40−100.0%Sold outHolders
Q3 202140$2.96K<0.1%+40NewHolders