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Octavia Wealth Advisors, LLC

Position in WPC — W. P. Carey Inc.

CIK 1841259 CINCINNATI, OH

Position in WPC

as of Mar 31, 2026 · filed Apr 10, 2026
Position Value
$313,227
+$59,199 QoQ
Shares Held
4,609
+16.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2023
7 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in WPC Over Time

Shares Held

Position Value (USD)

All Filings in WPC

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $313,227 4,609
2025-12-31 $254,028 3,947
2025-09-30 $383,392 5,674
2025-03-31 $249,347 3,951
2023-12-31 $343,298 5,297
2023-09-30 $484,448 8,958
2023-06-30 $326,720 4,836