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Dupree Financial Group, LLC → WPC
Dupree Financial Group, LLC WPC Position History
W. P. Carey Inc. • Real Estate
Quarters held
7
Latest value
$4.2M
Q3 2026
Peak value
$5.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.8M |
| Q4 2025 | $5.7M |
| Q1 2026 | $4.2M |
| Q1 2026 | $3K |
| Q2 2026 | $3K |
| Q2 2026 | $4.5M |
| Q3 2026 | $4.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.2M | 65.4K | — | — |
| Q2 2026 | $4.5M | 63.1K | — | — |
| Q2 2026 | $3K | 42 | — | — |
| Q1 2026 | $3K | 42 | — | — |
| Q1 2026 | $4.2M | 62.0K | — | — |
| Q4 2025 | $5.7M | 88.5K | — | — |
| Q3 2025 | $5.8M | 86.4K | — | — |
Other funds holding WPC
$894.8M
$894.8M
$849.7M
$676.7M
$458.1M
$262.5M
$188.5M