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Ashton Thomas Private Wealth, LLC → WPC

Ashton Thomas Private Wealth, LLC WPC Position History

W. P. Carey Inc. • Real Estate

Quarters held
3
Latest value
$4.3M
Q3 2026
Peak value
$4.5M
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$4.2M
Q2 2026$4.5M
Q3 2026$4.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.3M65.8K——
Q2 2026$4.5M62.8K——
Q1 2026$4.2M62.5K——

Other funds holding WPC

Other Ashton Thomas Private Wealth, LLC positions

AAPL

APPLE INC

$215.6M
STT-PG

SPDR SERIES TRUST

$198.9M
STT-PG

SPDR SERIES TRUST

$197.1M
STT-PG

SPDR SERIES TRUST

$182.5M
STT-PG

SPDR SERIES TRUST

$182.2M
STT-PG

SPDR SERIES TRUST

$175.8M
AAPL

Apple Inc

$170.9M
AAPL

APPLE INC

$147.5M
Ashton Thomas Private Wealth, LLC WPC Holdings: 13F Position History | Track13F