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BROWN, LISLE/CUMMINGS, INC. → WPC

BROWN, LISLE/CUMMINGS, INC. WPC Position History

W. P. Carey Inc. • Real Estate

Quarters held
5
Latest value
$4.2M
Q3 2026
Peak value
$4.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3.6M
Q4 2025$3.6M
Q1 2026$3.8M
Q2 2026$4.4M
Q3 2026$4.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.2M64.6K——
Q2 2026$4.4M61.8K——
Q1 2026$3.8M56.3K——
Q4 2025$3.6M55.8K——
Q3 2025$3.6M53.6K——

Other funds holding WPC

Other BROWN, LISLE/CUMMINGS, INC. positions

SPY

STATE STR SPDR S&P 500 ETF T

$19.3M
SPY

STATE STR SPDR S&P 500 ETF T

$18.9M
GOOGN

ALPHABET INC

$18.8M
GOOGN

ALPHABET INC

$18.2M
SPY

SPDR S&P 500 ETF TR

$17.5M
SPY

SPDR S&P 500 ETF TR

$17.2M
GOOGN

ALPHABET INC

$16.7M
AAPL

APPLE INC

$16.6M