Advisory Services Network’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 | $686K | Sell |
10,094
-1,849
| -15% | -$130K | 0.01% | 1112 |
|
|
2025
Q4 | $769K | Buy |
11,943
+544
| +5% | +$36.2K | 0.01% | 1006 |
|
|
2025
Q3 | $770K | Sell |
11,399
-346
| -3% | -$22.6K | 0.01% | 995 |
|
|
2025
Q2 | $754K | Buy |
11,745
+765
| +7% | +$47.1K | 0.01% | 953 |
|
|
2025
Q1 | $693K | Sell |
10,980
-246
| -2% | -$14.6K | 0.01% | 913 |
|
|
2024
Q4 | $612K | Sell |
11,226
-729
| -6% | -$41.5K | 0.01% | 953 |
|
|
2024
Q3 | $658K | Hold |
11,955
| – | – | 0.01% | 868 |
|
|
2024
Q2 | $658K | Buy |
11,955
+307
| +3% | +$17.3K | 0.01% | 868 |
|
|
2024
Q1 | $657K | Sell |
11,648
-788
| -6% | -$47.2K | 0.01% | 846 |
|
|
2023
Q4 | $806K | Sell |
12,436
-1,994
| -14% | -$115K | 0.02% | 717 |
|
|
2023
Q3 | $764K | Buy |
14,430
+850
| +6% | +$54.5K | 0.02% | 738 |
|
|
2023
Q2 | $899K | Buy |
13,580
+138
| +1% | +$9.59K | 0.02% | 664 |
|
|
2023
Q1 | $1.02M | Sell |
13,442
-1,213
| -8% | -$96.7K | 0.03% | 608 |
|
|
2022
Q4 | $1.12M | Sell |
14,655
-2,142
| -13% | -$161K | 0.03% | 557 |
|
|
2022
Q3 | $1.15M | Buy |
16,797
+6,009
| +56% | +$492K | 0.04% | 501 |
|
|
2022
Q2 | $876K | Buy |
10,788
+10
| +0.1% | +$807 | 0.03% | 596 |
|
|
2022
Q1 | $853K | Buy |
10,778
+1,073
| +11% | +$82.3K | 0.03% | 672 |
|
|
2021
Q4 | $780K | Buy |
9,705
+2,198
| +29% | +$168K | 0.02% | 713 |
|
|
2021
Q3 | $537K | Buy |
7,507
+295
| +4% | +$22.5K | 0.02% | 840 |
|
|
2021
Q2 | $527K | Buy |
7,212
+230
| +3% | +$16.8K | 0.02% | 853 |
|
|
2021
Q1 | $484K | Sell |
6,982
-532
| -7% | -$35.7K | 0.02% | 851 |
|
|
2020
Q4 | $520K | Buy |
7,514
+186
| +3% | +$12.4K | 0.02% | 720 |
|
|
2020
Q3 | $468K | Sell |
7,328
-2,880
| -28% | -$194K | 0.02% | 654 |
|
|
2020
Q2 | $676K | Sell |
10,208
-5,785
| -36% | -$359K | 0.04% | 496 |
|
|
2020
Q1 | $910K | Sell |
15,993
-9,450
| -37% | -$717K | 0.06% | 358 |
|
|
2019
Q4 | $1.99M | Sell |
25,443
-217
| -0.8% | -$18.2K | 0.1% | 236 |
|
|
2019
Q3 | $2.04M | Hold |
25,660
| – | – | 0.13% | 208 |
|
|
2019
Q2 | $2.04M | Sell |
25,660
-1,293
| -5% | -$102K | 0.13% | 208 |
|
|
2019
Q1 | $2.07M | Buy |
26,953
+1,822
| +7% | +$131K | 0.15% | 186 |
|
|
2018
Q4 | $1.61M | Buy |
25,131
+14,114
| +128% | +$919K | 0.14% | 191 |
|
|
2018
Q3 | $694K | Buy |
11,017
+75
| +0.7% | +$4.83K | 0.05% | 444 |
|
|
2018
Q2 | $700K | Sell |
10,942
-532
| -5% | -$33.7K | 0.05% | 439 |
|
|
2018
Q1 | $697K | Sell |
11,474
-123
| -1% | -$7.57K | 0.06% | 431 |
|
|
2017
Q4 | $783K | Buy |
11,597
+6
| +0.1% | +$411 | 0.07% | 364 |
|
|
2017
Q3 | $765K | Buy |
11,591
+4
| +0% | +$266 | 0.09% | 293 |
|
|
2017
Q2 | $749K | Buy |
11,587
+53
| +0.5% | +$3.35K | 0.1% | 285 |
|
|
2017
Q1 | $703K | Buy |
+11,534
| New | +$700K | 0.1% | 270 |
|
|
2016
Q3 | $860K | Sell |
13,601
-1,061
| -7% | -$70.8K | 0.16% | 159 |
|
|
2016
Q2 | $997K | Buy |
14,662
+91
| +0.6% | +$5.71K | 0.23% | 106 |
|
|
2016
Q1 | $888K | Hold |
14,571
| – | – | 0.24% | 102 |
|
|
2015
Q4 | $842K | Sell |
14,571
-1,488
| -9% | -$89.2K | 0.27% | 88 |
|
|
2015
Q3 | $909K | Hold |
16,059
| – | – | 0.27% | 70 |
|
|
2015
Q2 | $934K | Sell |
16,059
-102
| -0.6% | -$6.38K | 0.28% | 74 |
|
|
2015
Q1 | $1.1M | Buy |
16,161
+415
| +3% | +$28.5K | 0.3% | 66 |
|
|
2014
Q4 | $1.11M | Sell |
15,746
-297
| -2% | -$19.6K | 0.35% | 57 |
|
|
2014
Q3 | $1M | Hold |
16,043
| – | – | 0.37% | 61 |
|
|
2014
Q2 | $1.01M | Hold |
16,043
| – | – | 0.43% | 61 |
|
|
2014
Q1 | $944K | Buy |
16,043
+2,144
| +15% | +$130K | 0.49% | 54 |
|
|
2013
Q4 | $835K | Hold |
13,899
| – | – | 0.42% | 60 |
|
|
2013
Q3 | $881K | Hold |
13,899
| – | – | 0.76% | 44 |
|
|
2013
Q2 | $929K | Buy |
+13,899
| New | +$944K | 0.76% | 42 |
|
Other funds holding WPC
VPM
VCM
Advisory Services Network's WPC Position: Q1 2026 in Review
Advisory Services Network reduced its W.P. Carey (WPC) stake by 15% in Q1 2026, selling an estimated $130K and leaving 10,094 shares worth $686K. The position accounts for 0.01% of the portfolio, ranked #1112.
Advisory Services Network first reported a position in WPC in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.07M in Q1 2019. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.
- Advisory Services Network held 10,094 shares of W.P. Carey worth $686K as of Q1 2026.
- Advisory Services Network sold 1,849 W.P. Carey shares in Q1 2026, an estimated $130K.
- W.P. Carey made up 0.01% of Advisory Services Network's portfolio in Q1 2026, its #1112 holding.
- Advisory Services Network first reported a position in W.P. Carey in Q2 2013 and has held it in 51 quarters since.
- Advisory Services Network's W.P. Carey position peaked at $2.07M in Q1 2019.
- 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.
Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.