Truwealth Advisors, LLC’s Wp Carey Inc Position
Does Truwealth Advisors, LLC own Wp Carey Inc (WPC)? Yes — 314.9K shares worth $21M (+1.03% of its 13F portfolio) as of Q1 2026, up from 300.0K shares the prior filed quarter.
Position Value
$21M
Q1 2026
Shares
314.9K
% of Portfolio
+1.03%
Quarters Held
22
currently held
Position History WPC
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 314.9K | $21M | +1.03% |
| Q4 2025 | 300.0K | $19M | +0.94% |
| Q3 2025 | 293.3K | $20M | +1.00% |
| Q2 2025 | 254.0K | $16M | +0.87% |
| Q1 2025 | 248.3K | $16M | +0.95% |
| Q4 2024 | 242.3K | $13M | +0.80% |
| Q3 2024 | 239.6K | $15M | +0.91% |
| Q2 2024 | 208.3K | $11M | +0.76% |
| Q1 2024 | 217.0K | $12M | +0.85% |
| Q4 2023 | 217.1K | $14M | +1.07% |
| Q3 2023 | 165.8K | $9M | +0.77% |
| Q2 2023 | 161.1K | $11M | +0.93% |
| Q1 2023 | 158.0K | $12M | +1.12% |
| Q4 2022 | 155.8K | $12M | +1.19% |
| Q3 2022 | 152.7K | $11M | +1.13% |
| Q2 2022 | 147.1K | $12M | +1.31% |
| Q1 2022 | 141.2K | $11M | +1.19% |
| Q4 2021 | 147.6K | $12M | +1.23% |
| Q3 2021 | 141.7K | $10M | +1.15% |
| Q2 2021 | 138.6K | $10M | +1.21% |
| Q1 2021 | 133.1K | $9M | +1.28% |
| Q4 2020 | 127.3K | $9M | +1.34% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Truwealth Advisors, LLC’s full portfolio or all institutional holders of WPC.