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Abel Hall LLC’s W.P. Carey WPC Stock Holding History

Abel Hall LLC’s Portfolio WPC Stock Details WPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$216K Sell
3,016
-2,002
-40% -$147K 0.04% 695
2026
Q1 		$341K Buy
+5,018
New +$352K 0.07% 344

Other funds holding WPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Abel Hall LLC's WPC Position: Q2 2026 in Review

Abel Hall LLC reduced its W.P. Carey (WPC) stake by 40% in Q2 2026, selling an estimated $147K and leaving 3,016 shares worth $216K. The position accounts for 0.04% of the portfolio, ranked #695.

Abel Hall LLC first reported a position in WPC in Q1 2026 and has held it in 2 quarters since. The position peaked at $341K in Q1 2026. 895 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Abel Hall LLC held 3,016 shares of W.P. Carey worth $216K as of Q2 2026.
  • Abel Hall LLC sold 2,002 W.P. Carey shares in Q2 2026, an estimated $147K.
  • W.P. Carey made up 0.04% of Abel Hall LLC's portfolio in Q2 2026, its #695 holding.
  • Abel Hall LLC first reported a position in W.P. Carey in Q1 2026 and has held it in 2 quarters since.
  • Abel Hall LLC's W.P. Carey position peaked at $341K in Q1 2026.
  • 895 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Abel Hall LLC's 13F filing for Q2 2026, filed 24 Jul 2026.