WPC — W P CAREY INC COM

Ownership history in Bison Wealth, LLC  ·  24 quarters on record

This page tracks every 13F SEC filing in which Bison Wealth, LLC reported a position in W P CAREY INC COM (WPC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.46% (2022 Q2)
Avg. % of fund
0.8%
First filed
2018 Q4
Last filed
2024 Q3
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 26,092 -755 -2.8% 0.26% $1.6M $57.94
2024 Q2 UNCHANGED 26,847 — 0% 0.25% $1.5M $50.48
2024 Q1 ADDED 26,847 +620 +2.4% 0.25% $1.5M $50.95
2023 Q4 REDUCED 26,227 -307 -1.2% 0.30% $1.7M $57.59
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WPC price (monthly, adj. close)

Other funds also holding WPC

As of 2025 Q4 — sorted by position size

Waterfront Capital Partners, LLC 3Y 7Y 5.04% Seneca House Advisors 3Y 7Y 2.97% EQUITY INVESTMENT CORP 3Y 7Y 2.11% Dupree Financial Group, LLC 2.08% Creegan & Nassoura Financial Group, LLC 3Y 7Y 2.07% Prairiewood Capital, LLC 3Y 1.96% Rock Point Advisors, LLC 3Y 7Y 1.83% Presima Securities ULC 3Y 7Y 1.6% Meixler Investment Management, Ltd. 3Y 1.48% Capital Square, LLC 3Y 1.25%
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