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WPWPC

Showing 8 of 31 quarters

Position history for Beacon Pointe Advisors, LLCBeacon Pointe Advisors, LLC's holdings in WP CAREY INC

Yes. Beacon Pointe Advisors holds 66,884 shares of WPC (WP Carey), worth $4.8M, as of its Q2 2026 13F filing. It increased the position by 2,260 shares (+3.5%) from Q1 2026. Beacon Pointe Advisors has held WPC since Q2 2020, across 25 quarterly 13F filings.

Current Value

$4.8M

Current Shares

66,884

Total Value Change

-$937,716

Total Shares Change

-24,929

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
66,884
+3.5%
$4.8M0.0%$70.47
28
2026-Q1
Increased
64,624
+8.5%
$4.4M0.0%$73.79
29
2025-Q4
Decreased
59,571
-11.0%
$3.8M0.0%$64.36
0
2025-Q3
Decreased
66,958
-10.0%
$4.5M0.0%$66.22
0
2025-Q2
Decreased
74,404
-5.0%
$4.6M0.0%$60.28
0
2025-Q1
Decreased
78,319
-5.3%
$4.9M0.1%$59.26
0
2024-Q4
Decreased
82,692
-9.9%
$4.5M0.0%$50.78
0
2024-Q3
Decreased
91,813
-9.0%
$5.7M0.1%$57.53
0

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