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Helium Advisors LLC

SEC CIK
0002056653
Latest filing
Aug 11, 2026

WPC holding history

W. P. Carey Inc. in every 13F filed by Helium Advisors 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)
3,170
Value
$226.7K
% of portfolio
0.2%
Quarters held
2
Since Q1 2026
Holdings of WPC by Helium Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,170$226.7K0.2%+4+0.1%AddedHolders
Q1 20263,166$215.2K0.2%+3,166NewHolders