Back to WPC
Alpha Omega Wealth Management LLC → WPC
Alpha Omega Wealth Management LLC WPC Position History
W. P. Carey Inc. • Real Estate
Quarters held
4
Latest value
$3.3M
Q3 2026
Peak value
$3.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.3M |
| Q1 2026 | $3.5M |
| Q2 2026 | $3.7M |
| Q3 2026 | $3.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.3M | 51.3K | — | — |
| Q2 2026 | $3.7M | 51.3K | — | — |
| Q1 2026 | $3.5M | 51.4K | — | — |
| Q4 2025 | $3.3M | 51.4K | — | — |
Other funds holding WPC
$894.8M
$894.8M
$849.7M
$676.7M
$458.1M
$262.5M
$188.5M