Back to WPC
Avior Wealth Management, LLC → WPC
Avior Wealth Management, LLC WPC Position History
W. P. Carey Inc. • Real Estate
Quarters held
3
Latest value
$7.1M
Q3 2026
Peak value
$7.8M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $7.7M |
| Q2 2026 | $7.8M |
| Q3 2026 | $7.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.1M | 110.4K | — | — |
| Q2 2026 | $7.8M | 109.4K | — | — |
| Q1 2026 | $7.7M | 113.0K | — | — |
Other funds holding WPC
$894.8M
$894.8M
$849.7M
$676.7M
$458.1M
$262.5M
$188.5M