Advisortrust Partners’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
Other funds holding WPC
Advisortrust Partners's WPC Position: Q2 2026 in Review
Advisortrust Partners increased its W.P. Carey (WPC) stake by 4.5% in Q2 2026, buying an estimated $17.4K and bringing the position to 5,486 shares worth $392K. The position accounts for 0.13% of the portfolio, ranked #126.
Advisortrust Partners first reported a position in WPC in Q4 2025 and has held it in 3 quarters since. 895 funds tracked by Wall St. Rank hold WPC as of Q2 2026.
- Advisortrust Partners held 5,486 shares of W.P. Carey worth $392K as of Q2 2026.
- Advisortrust Partners bought 237 W.P. Carey shares in Q2 2026, an estimated $17.4K.
- W.P. Carey made up 0.13% of Advisortrust Partners's portfolio in Q2 2026, its #126 holding.
- Advisortrust Partners first reported a position in W.P. Carey in Q4 2025 and has held it in 3 quarters since.
- 895 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.
Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.