Accel Wealth Management
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
Q3 		$643K Buy
9,950
+119
+1% +$8.44K 0.14% 140
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 		$638K 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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Accel Wealth Management's WPC Position: Q3 2026 in Review

Accel Wealth Management increased its W.P. Carey (WPC) stake by 1.2% in Q3 2026, buying an estimated $8.44K and bringing the position to 9,950 shares worth $643K. The position accounts for 0.14% of the portfolio, ranked #140.

Accel Wealth Management first reported a position in WPC in Q4 2020 and has held it in 23 quarters since. The position peaked at $703K in Q2 2026. 297 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Accel Wealth Management held 9,950 shares of W.P. Carey worth $643K as of Q3 2026.
  • Accel Wealth Management bought 119 W.P. Carey shares in Q3 2026, an estimated $8.44K.
  • W.P. Carey made up 0.14% of Accel Wealth Management's portfolio in Q3 2026, its #140 holding.
  • Accel Wealth Management first reported a position in W.P. Carey in Q4 2020 and has held it in 23 quarters since.
  • Accel Wealth Management's W.P. Carey position peaked at $703K in Q2 2026.
  • 297 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.