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Pathway Financial Advisers, LLC

SEC CIK
0002024152
Latest filing
Jul 30, 2026

WPC holding history

W. P. Carey Inc. in every 13F filed by Pathway Financial Advisers, 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 (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q4 2022
Holdings of WPC by Pathway Financial Advisers, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−703−100.0%Sold outHolders
Q3 2025703$47.4K<0.1%−36,870−98.1%ReducedHolders
Q2 202537,573$2.34M0.8%+669+1.8%AddedHolders
Q1 202536,904$2.33M0.8%+3,044+9.0%AddedHolders
Q4 202433,860$1.84M0.6%−492−1.4%ReducedHolders
Q3 202434,352$2.14M1.0%+1,055+3.2%AddedHolders
Q2 202433,297$1.83M0.7%−303−0.9%ReducedHolders
Q1 202433,600$1.90M0.7%+1,588+5.0%AddedHolders
Q4 202332,012$2.07M0.8%−2,271−6.6%ReducedHolders
Q3 202334,283$1.85M0.8%–No prior filingHolders
Q2 2023––––Not filedHolders
Q1 202329,244$2.27M0.9%+1,921+7.0%AddedHolders
Q4 202227,323$2.13M0.9%–No prior filingHolders