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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → WPC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WPC Position History
W. P. Carey Inc. • Real Estate
Quarters held
5
Latest value
$21.4M
Q3 2026
Peak value
$21.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $21.2M |
| Q4 2025 | $20.4M |
| Q1 2026 | $10.9M |
| Q2 2026 | $18.4M |
| Q3 2026 | $21.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $21.4M | 347.1K | — | — |
| Q2 2026 | $18.4M | 257.1K | — | — |
| Q1 2026 | $10.9M | 154.5K | — | — |
| Q4 2025 | $20.4M | 317.5K | — | — |
| Q3 2025 | $21.2M | 310.2K | — | — |
Other funds holding WPC
$894.8M
$894.8M
$849.7M
$676.7M
$458.1M
$262.5M
$188.5M