AWM
WPC icon

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

Accel 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 		$703K Sell
9,831
-166
-2% -$12.2K 0.16% 125
2026
Q1 		$679K Buy
9,997
+76
+0.8% +$5.33K 0.18% 124
2025
Q4 		$639K Sell
9,921
-322
-3% -$21.4K 0.17% 127
2025
Q3 		$692K Buy
10,243
+83
+0.8% +$5.43K 0.2% 116
2025
Q2 		$634K Sell
10,160
-184
-2% -$11.3K 0.21% 108
2025
Q1 		$653K Buy
10,344
+154
+2% +$9.12K 0.24% 99
2024
Q4 		$555K Buy
10,190
+140
+1% +$7.98K 0.21% 118
2024
Q3 		$626K Buy
10,050
+43
+0.4% +$2.55K 0.23% 112
2024
Q2 		$551K Buy
10,007
+155
+2% +$8.74K 0.22% 111
2024
Q1 		$556K Buy
9,852
+124
+1% +$7.42K 0.24% 106
2023
Q4 		$630K Sell
9,728
-222
-2% -$12.8K 0.32% 79
2023
Q3 		$527K Buy
+9,950
New +$637K 0.29% 87
2023
Q2 		– Sell
-2,258
Closed -$171K – 883
2023
Q1 		$171K Hold
2,258
– – 0.07% 240
2022
Q4 		$173K Hold
2,258
– – 0.08% 173
2022
Q3 		$163K Buy
2,258
+1,066
+89% +$87.3K 0.09% 181
2022
Q2 		$98K Hold
1,192
– – 0.06% 242
2022
Q1 		$96K Hold
1,192
– – 0.05% 261
2021
Q4 		$96K Hold
1,192
– – 0.05% 268
2021
Q3 		$85K Hold
1,192
– – 0.05% 246
2021
Q2 		$87K Hold
1,192
– – 0.06% 251
2021
Q1 		$83K Hold
1,192
– – 0.07% 242
2020
Q4 		$82K Buy
+1,192
New +$79.6K 0.08% 225

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

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

Accel Wealth Management reduced its W.P. Carey (WPC) stake by 1.7% in Q2 2026, selling an estimated $12.2K and leaving 9,831 shares worth $703K. The position accounts for 0.16% of the portfolio, ranked #125.

Accel Wealth Management first reported a position in WPC in Q4 2020 and has held it in 22 quarters since. 138 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Accel Wealth Management held 9,831 shares of W.P. Carey worth $703K as of Q2 2026.
  • Accel Wealth Management sold 166 W.P. Carey shares in Q2 2026, an estimated $12.2K.
  • W.P. Carey made up 0.16% of Accel Wealth Management's portfolio in Q2 2026, its #125 holding.
  • Accel Wealth Management first reported a position in W.P. Carey in Q4 2020 and has held it in 22 quarters since.
  • 138 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

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