Adapt Wealth Advisors’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
Other funds holding WPC
Adapt Wealth Advisors's WPC Position: Q2 2026 in Review
Adapt Wealth Advisors increased its W.P. Carey (WPC) stake by 58% in Q2 2026, buying an estimated $129K and bringing the position to 4,809 shares worth $344K. The position accounts for 0.11% of the portfolio, ranked #68.
Adapt Wealth Advisors first reported a position in WPC in Q2 2024 and has held it in 5 quarters since. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.
- Adapt Wealth Advisors held 4,809 shares of W.P. Carey worth $344K as of Q2 2026.
- Adapt Wealth Advisors bought 1,766 W.P. Carey shares in Q2 2026, an estimated $129K.
- W.P. Carey made up 0.11% of Adapt Wealth Advisors's portfolio in Q2 2026, its #68 holding.
- Adapt Wealth Advisors first reported a position in W.P. Carey in Q2 2024 and has held it in 5 quarters since.
- 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.
Based on Adapt Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.