Advisornet Financial’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $139K | Buy |
2,039
+19
| +0.9% | +$1.33K | 0.01% | 713 |
|
|
2025
Q4 | $130K | Buy |
2,020
+35
| +2% | +$2.33K | 0.01% | 728 |
|
|
2025
Q3 | $134K | Buy |
1,985
+20
| +1% | +$1.31K | 0.01% | 704 |
|
|
2025
Q2 | $123K | Buy |
1,965
+23
| +1% | +$1.42K | 0.01% | 705 |
|
|
2025
Q1 | $123K | Sell |
1,942
-6
| -0.3% | -$355 | 0.01% | 667 |
|
|
2024
Q4 | $106K | Sell |
1,948
-250
| -11% | -$14.2K | 0.01% | 671 |
|
|
2024
Q3 | $137K | Buy |
2,198
+1,367
| +165% | +$81K | 0.01% | 613 |
|
|
2024
Q2 | $45.7K | Buy |
831
+44
| +6% | +$2.48K | ﹤0.01% | 849 |
|
|
2024
Q1 | $44.4K | Sell |
787
-51,054
| -98% | -$3.06M | ﹤0.01% | 843 |
|
|
2023
Q4 | $3.36M | Sell |
51,841
-8,189
| -14% | -$472K | 0.31% | 75 |
|
|
2023
Q3 | $3.18M | Sell |
60,030
-1,463
| -2% | -$93.7K | 0.29% | 83 |
|
|
2023
Q2 | $4.07M | Buy |
61,493
+2,130
| +4% | +$148K | 0.35% | 75 |
|
|
2023
Q1 | $4.5M | Buy |
59,363
+1,796
| +3% | +$143K | 0.41% | 54 |
|
|
2022
Q4 | $4.41M | Buy |
57,567
+942
| +2% | +$70.8K | 0.43% | 52 |
|
|
2022
Q3 | $3.87M | Buy |
56,625
+2,096
| +4% | +$172K | 0.39% | 60 |
|
|
2022
Q2 | $4.42M | Buy |
54,529
+1,425
| +3% | +$115K | 0.43% | 54 |
|
|
2022
Q1 | $4.21M | Sell |
53,104
-1,936
| -4% | -$149K | 0.26% | 89 |
|
|
2021
Q4 | $4.42M | Buy |
55,040
+8,742
| +19% | +$669K | 0.27% | 89 |
|
|
2021
Q3 | $3.31M | Buy |
46,298
+17,453
| +61% | +$1.33M | 0.23% | 98 |
|
|
2021
Q2 | $2.11M | Buy |
28,845
+2,820
| +11% | +$206K | 0.14% | 149 |
|
|
2021
Q1 | $1.8M | Buy |
26,025
+3,595
| +16% | +$241K | 0.13% | 165 |
|
|
2020
Q4 | $1.55M | Buy |
22,430
+4,199
| +23% | +$280K | 0.13% | 160 |
|
|
2020
Q3 | $1.16M | Sell |
18,231
-2,073
| -10% | -$140K | 0.1% | 191 |
|
|
2020
Q2 | $1.34M | Sell |
20,304
-130
| -0.6% | -$8.07K | 0.11% | 177 |
|
|
2020
Q1 | $1.16M | Buy |
20,434
+11,864
| +138% | +$900K | 0.11% | 168 |
|
|
2019
Q4 | $672K | Buy |
8,570
+3,028
| +55% | +$254K | 0.06% | 290 |
|
|
2019
Q3 | $486K | Sell |
5,542
-710
| -11% | -$60.5K | 0.04% | 335 |
|
|
2019
Q2 | $497K | Buy |
6,252
+781
| +14% | +$61.9K | 0.06% | 300 |
|
|
2019
Q1 | $420K | Sell |
5,471
-7,344
| -57% | -$529K | 0.05% | 301 |
|
|
2018
Q4 | $820K | Buy |
12,815
+12,691
| +10,235% | +$826K | 0.11% | 183 |
|
|
2018
Q3 | $8K | Hold |
124
| – | – | ﹤0.01% | 1201 |
|
|
2018
Q2 | $8K | Buy |
+124
| New | +$7.86K | ﹤0.01% | 1211 |
|
|
2018
Q1 | – | Sell |
-5,521
| Closed | -$373K | – | 1465 |
|
|
2017
Q4 | $373K | Buy |
+5,521
| New | +$378K | 0.06% | 243 |
|
Other funds holding WPC
VPM
VCM
Advisornet Financial's WPC Position: Q1 2026 in Review
Advisornet Financial increased its W.P. Carey (WPC) stake by 0.94% in Q1 2026, buying an estimated $1.33K and bringing the position to 2,039 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #713.
Advisornet Financial first reported a position in WPC in Q4 2017 and has held it in 33 quarters since. The position peaked at $4.5M in Q1 2023. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.
- Advisornet Financial held 2,039 shares of W.P. Carey worth $139K as of Q1 2026.
- Advisornet Financial bought 19 W.P. Carey shares in Q1 2026, an estimated $1.33K.
- W.P. Carey made up 0.01% of Advisornet Financial's portfolio in Q1 2026, its #713 holding.
- Advisornet Financial first reported a position in W.P. Carey in Q4 2017 and has held it in 33 quarters since.
- Advisornet Financial's W.P. Carey position peaked at $4.5M in Q1 2023.
- 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.
Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.