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Addison Advisors LLC

Position in WPC — W. P. Carey Inc.

CIK 1843745 MIDDLEBURY, VT

Position in WPC

as of Mar 31, 2026 · filed May 8, 2026
Position Value
$74,756
+$3,960 QoQ
Shares Held
1,100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2020
21 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
21 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $74,756 1,100
2025-12-31 $70,796 1,100
2025-09-30 $74,327 1,100
2025-06-30 $70,863 1,136
2025-03-31 $71,692 1,136
2024-12-31 $61,889 1,136
2024-09-30 $70,772 1,136
2024-06-30 $62,536 1,136
2024-03-31 $65,131 1,154
2023-12-31 $82,891 1,279
2023-09-30 $76,360 1,412
2023-06-30 $95,394 1,412
2023-03-31 $109,359 1,412
2022-12-31 $110,347 1,412
2022-09-30 $168,566 2,415
2022-06-30 $208,972 2,522
2022-03-31 $203,716 2,520
2021-12-31 $171,730 2,093
2021-09-30 $55,875 765
2021-06-30 $57,084 765
2020-12-31 $53,993 765