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EVOLVE PRIVATE WEALTH, LLC

Position in WPC — W. P. Carey Inc.

CIK 2111131 LOS ANGELES, CA

Position in WPC

as of Mar 31, 2026 · filed Apr 16, 2026
Position Value
$211,423
-$9,782 QoQ
Shares Held
3,111
-9.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in WPC Over Time

Shares Held

Position Value (USD)

Position in REIT - Diversified

Real Estate · as of Jun 30, 2026

EVOLVE PRIVATE WEALTH, LLC holds $1,113,347 across 2 REIT - Diversified names.

# Ticker Company Shares Value (USD) Open

All Filings in WPC

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $211,423 3,111
2025-12-31 $221,205 3,437