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Wealth Preservation Advisors, LLC

Position in WPC — W. P. Carey Inc.

CIK 1968434 CHATTANOOGA, TN

Position in WPC

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$5,912
+$313 QoQ
Shares Held
87
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $5,912 87
2025-12-31 $5,599 87
2025-09-30 $5,878 87
2025-06-30 $5,427 87
2025-03-31 $5,490 87