AWM
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Abound Wealth Management’s W.P. Carey WPC Stock Holding History

Abound Wealth Management’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 		– Sell
-175
Closed -$11.9K – 1583
2026
Q1 		$11.9K Buy
+175
New +$12.3K ﹤0.01% 504
2023
Q3 		– Sell
-4
Closed -$271 – 1229
2023
Q2 		$271 Buy
+4
New +$278 ﹤0.01% 1097

Other funds holding WPC

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

Abound Wealth Management's WPC Position: Q2 2026 in Review

Abound Wealth Management sold out of W.P. Carey (WPC) in Q2 2026, closing a stake of 175 shares — an estimated $11.9K sold.

Abound Wealth Management first reported a position in WPC in Q2 2023 and held it in 2 quarters. The position peaked at $11.9K in Q1 2026. 138 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Abound Wealth Management reported no remaining W.P. Carey position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 175 W.P. Carey shares in Q2 2026, an estimated $11.9K.
  • Abound Wealth Management first reported a position in W.P. Carey in Q2 2023 and held it in 2 quarters.
  • Abound Wealth Management's W.P. Carey position peaked at $11.9K in Q1 2026.
  • 138 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.