Advocate Group
WPC icon

Advocate Group’s W.P. Carey WPC Stock Holding History

Advocate Group’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 		$5.76M Sell
89,159
-6,901
-7% -$490K 0.89% 48
2026
Q2 		$6.87M Buy
96,060
+4,415
+5% +$324K 1.03% 45
2026
Q1 		$6.23M Buy
91,645
+4,262
+5% +$299K 0.97% 42
2025
Q4 		$5.62M Buy
87,383
+9,367
+12% +$624K 0.91% 46
2025
Q3 		$5.27M Buy
78,016
+337
+0.4% +$22.1K 0.87% 49
2025
Q2 		$4.85M Buy
77,679
+150
+0.2% +$9.24K 0.87% 51
2025
Q1 		$4.89M Buy
77,529
+2,073
+3% +$123K 0.89% 50
2024
Q4 		$4.11M Sell
75,456
-157
-0.2% -$8.94K 0.77% 52
2024
Q3 		$4.71M Sell
75,613
-407
-0.5% -$24.1K 0.85% 51
2024
Q2 		$4.18M Sell
76,020
-2,006
-3% -$113K 0.84% 52
2024
Q1 		$4.4M Sell
78,026
-8,135
-9% -$487K 0.88% 48
2023
Q4 		$5.58M Sell
86,161
-982
-1% -$56.6K 1.2% 35
2023
Q3 		$4.62M Sell
87,143
-7,752
-8% -$497K 1.07% 43
2023
Q2 		$6.28M Buy
94,895
+892
+0.9% +$62K 1.38% 26
2023
Q1 		$7.13M Buy
94,003
+1,626
+2% +$130K 1.56% 22
2022
Q4 		$7.07M Buy
92,377
+9,013
+11% +$677K 1.52% 24
2022
Q3 		$5.7M Buy
83,364
+4,252
+5% +$348K 1.41% 28
2022
Q2 		$6.42M Buy
+79,112
New +$6.38M 1.49% 23

Other funds holding WPC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Achmea Investment Management
Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return

Advocate Group's WPC Position: Q3 2026 in Review

Advocate Group reduced its W.P. Carey (WPC) stake by 7.2% in Q3 2026, selling an estimated $490K and leaving 89,159 shares worth $5.76M. The position accounts for 0.89% of the portfolio, ranked #48.

Advocate Group first reported a position in WPC in Q2 2022 and has held it in 18 quarters since. The position peaked at $7.13M in Q1 2023. 332 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Advocate Group held 89,159 shares of W.P. Carey worth $5.76M as of Q3 2026.
  • Advocate Group sold 6,901 W.P. Carey shares in Q3 2026, an estimated $490K.
  • W.P. Carey made up 0.89% of Advocate Group's portfolio in Q3 2026, its #48 holding.
  • Advocate Group first reported a position in W.P. Carey in Q2 2022 and has held it in 18 quarters since.
  • Advocate Group's W.P. Carey position peaked at $7.13M in Q1 2023.
  • 332 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.