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TWIN PEAKS WEALTH ADVISORS, LLC

Position in WPC — W. P. Carey Inc.

CIK 2006218 BURLINGAME, CA

Position in WPC

as of Mar 31, 2026 · filed May 8, 2026
Position Value
$17,941
+$12,514 QoQ
Shares Held
264
+203.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2025
2 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
2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $17,941 264
2025-06-30 $5,427 87