Twin Peaks Wealth Advisors’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
Other funds holding WPC
VPM
VCM
Twin Peaks Wealth Advisors's WPC Position: Q1 2026 in Review
Twin Peaks Wealth Advisors opened a new position in W.P. Carey (WPC) in Q1 2026: 264 shares worth $17.9K. The stake represents ﹤0.01% of the portfolio and ranks #766 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in WPC as recently as Q2 2025.
Twin Peaks Wealth Advisors first reported a position in WPC in Q2 2025 and has held it in 2 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.
- Twin Peaks Wealth Advisors held 264 shares of W.P. Carey worth $17.9K as of Q1 2026.
- W.P. Carey was a new Twin Peaks Wealth Advisors position in Q1 2026.
- W.P. Carey made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #766 holding.
- Twin Peaks Wealth Advisors first reported a position in W.P. Carey in Q2 2025 and has held it in 2 quarters since.
- 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.
Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.