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

Accurate 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 		$508K Buy
7,091
+1,484
+26% +$109K 0.05% 346
2026
Q1 		$402K Buy
5,607
+819
+17% +$57.4K 0.05% 361
2025
Q4 		$318K Buy
4,788
+379
+9% +$25.2K 0.04% 393
2025
Q3 		$298K Sell
4,409
-377
-8% -$24.7K 0.04% 395
2025
Q2 		$299K Buy
4,786
+20
+0.4% +$1.23K 0.05% 353
2025
Q1 		$276K Buy
4,766
+490
+11% +$29K 0.05% 305
2024
Q4 		$230K Buy
4,276
+101
+2% +$5.75K 0.04% 343
2024
Q3 		$249K Buy
4,175
+277
+7% +$16.4K 0.05% 318
2024
Q2 		$227K Sell
3,898
-15
-0.4% -$845 0.05% 296
2024
Q1 		$220K Buy
3,913
+208
+6% +$12.4K 0.06% 270
2023
Q4 		$247K Sell
3,705
-375
-9% -$21.6K 0.08% 235
2023
Q3 		$222K Buy
4,080
+612
+18% +$39.2K 0.07% 242
2023
Q2 		$235K Buy
3,468
+165
+5% +$11.5K 0.07% 237
2023
Q1 		$241K Buy
3,303
+429
+15% +$34.2K 0.08% 216
2022
Q4 		$226K Sell
2,874
-659
-19% -$49.5K 0.08% 199
2022
Q3 		$246K Buy
+3,533
New +$289K 0.1% 156

Other funds holding WPC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
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

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

Accurate Wealth Management increased its W.P. Carey (WPC) stake by 26% in Q2 2026, buying an estimated $109K and bringing the position to 7,091 shares worth $508K. The position accounts for 0.05% of the portfolio, ranked #346.

Accurate Wealth Management first reported a position in WPC in Q3 2022 and has held it in 16 quarters since. 158 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Accurate Wealth Management held 7,091 shares of W.P. Carey worth $508K as of Q2 2026.
  • Accurate Wealth Management bought 1,484 W.P. Carey shares in Q2 2026, an estimated $109K.
  • W.P. Carey made up 0.05% of Accurate Wealth Management's portfolio in Q2 2026, its #346 holding.
  • Accurate Wealth Management first reported a position in W.P. Carey in Q3 2022 and has held it in 16 quarters since.
  • 158 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.