Activest Wealth Management
WPC icon

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

Activest 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 		– Sell
-3
Closed -$215 – 1378
2026
Q2 		$215 Buy
3
+1
+50% +$73 ﹤0.01% 1157
2026
Q1 		$136 Buy
+2
New +$140 ﹤0.01% 1137
2025
Q4 		– Sell
-1
Closed -$68 – 1320
2025
Q3 		$68 Hold
1
– – ﹤0.01% 1079
2025
Q2 		$62 Buy
+1
New +$62 ﹤0.01% 989

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Equity Investment Corp
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Deutsche Bank
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Activest Wealth Management sold out of W.P. Carey (WPC) in Q3 2026, closing a stake of 3 shares — an estimated $215 sold.

Activest Wealth Management first reported a position in WPC in Q2 2025 and held it in 4 quarters. The position peaked at $215 in Q2 2026. 473 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Activest Wealth Management reported no remaining W.P. Carey position as of Q3 2026 after selling out during the quarter.
  • Activest Wealth Management sold 3 W.P. Carey shares in Q3 2026, an estimated $215.
  • Activest Wealth Management first reported a position in W.P. Carey in Q2 2025 and held it in 4 quarters.
  • Activest Wealth Management's W.P. Carey position peaked at $215 in Q2 2026.
  • 473 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.