Question 1

How many shares of WPC does Beacon Pointe Advisors, LLC own?

Accepted Answer

As of 2026-Q1, Beacon Pointe Advisors, LLC holds 64,624 shares of WPC (WP CAREY INC).

Question 2

What is Beacon Pointe Advisors, LLC's WPC position worth?

Accepted Answer

As of 2026-Q1, Beacon Pointe Advisors, LLC's WPC position is worth $4.4M.

Question 3

Is Beacon Pointe Advisors, LLC buying or selling WPC?

Accepted Answer

In 2026-Q1, Beacon Pointe Advisors, LLC increased their WPC position (+8.5% change in shares).

Question 4

When did Beacon Pointe Advisors, LLC first buy WPC?

Accepted Answer

Based on available 13F filings, Beacon Pointe Advisors, LLC first reported a position in WPC in 2024-Q3. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	64,624	+8.5%	$4.4M	0.0%	$73.79	29
2025-Q4	Decreased	59,571	-11.0%	$3.8M	0.0%	$64.36	0
2025-Q3	Decreased	66,958	-10.0%	$4.5M	0.0%	$66.22	0
2025-Q2	Decreased	74,404	-5.0%	$4.6M	0.0%	$60.28	0
2025-Q1	Decreased	78,319	-5.3%	$4.9M	0.1%	$59.26	0
2024-Q4	Decreased	82,692	-9.9%	$4.5M	0.0%	$50.78	0
2024-Q3	Decreased	91,813	-9.0%	$5.7M	0.1%	$57.53	0

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