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SHEETS SMITH WEALTH MANAGEMENT → WPC
SHEETS SMITH WEALTH MANAGEMENT WPC Position History
W. P. Carey Inc. • Real Estate
Quarters held
4
Latest value
$5.1M
Q3 2026
Peak value
$5.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $5.4M |
| Q1 2026 | $5.7M |
| Q2 2026 | $5.9M |
| Q3 2026 | $5.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.1M | 78.2K | — | — |
| Q2 2026 | $5.9M | 83.0K | — | — |
| Q1 2026 | $5.7M | 84.0K | — | — |
| Q4 2025 | $5.4M | 83.4K | — | — |
Other funds holding WPC
$894.8M
$894.8M
$849.7M
$676.7M
$458.1M
$262.5M
$188.5M