SWP Financial LLC
- SEC CIK
- 0002014200
- Latest filing
- Jul 24, 2026
WPC holding history
W. P. Carey Inc. in every 13F filed by SWP Financial 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 2026)
- 0
- Sold out in Q1 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 8
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 0 | $0 | 0.0% | −3,352−100.0% | Sold out | Holders |
| Q4 2025 | 3,352 | $215.7K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 3,352 | $226.5K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 3,352 | $209.1K | 0.1% | −116−3.3% | Reduced | Holders |
| Q1 2025 | 3,468 | $218.9K | 0.1% | +3,468 | New | Holders |
| Q4 2024 | 0 | $0 | 0.0% | −4,173−100.0% | Sold out | Holders |
| Q3 2024 | 4,173 | $260.0K | 0.2% | −182−4.2% | Reduced | Holders |
| Q2 2024 | 4,355 | $239.7K | 0.2% | −1,719−28.3% | Reduced | Holders |
| Q1 2024 | 6,074 | $342.8K | 0.2% | +250+4.3% | Added | Holders |
| Q4 2023 | 5,824 | $377.5K | 0.3% | – | No prior filing | Holders |