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ADVOCATE GROUP LLC WPC Position History
W. P. Carey Inc. • Real Estate
Quarters held
5
Latest value
$5.8M
Q3 2026
Peak value
$6.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.3M |
| Q4 2025 | $5.6M |
| Q1 2026 | $6.2M |
| Q2 2026 | $6.9M |
| Q3 2026 | $5.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.8M | 89.2K | — | — |
| Q2 2026 | $6.9M | 96.1K | — | — |
| Q1 2026 | $6.2M | 91.6K | — | — |
| Q4 2025 | $5.6M | 87.4K | — | — |
| Q3 2025 | $5.3M | 78.0K | — | — |
Other funds holding WPC
$894.8M
$894.8M
$849.7M
$676.7M
$458.1M
$262.5M
$188.5M