AG
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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
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% -$8.95K 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 $81.4B AUM 40.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return

Advocate Group's WPC Position: Q2 2026 in Review

Advocate Group increased its W.P. Carey (WPC) stake by 4.8% in Q2 2026, buying an estimated $324K and bringing the position to 96,060 shares worth $6.87M. The position accounts for 1.03% of the portfolio, ranked #45.

Advocate Group first reported a position in WPC in Q2 2022 and has held it in 17 quarters since. The position peaked at $7.13M in Q1 2023. 348 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Advocate Group held 96,060 shares of W.P. Carey worth $6.87M as of Q2 2026.
  • Advocate Group bought 4,415 W.P. Carey shares in Q2 2026, an estimated $324K.
  • W.P. Carey made up 1.03% of Advocate Group's portfolio in Q2 2026, its #45 holding.
  • Advocate Group first reported a position in W.P. Carey in Q2 2022 and has held it in 17 quarters since.
  • Advocate Group's W.P. Carey position peaked at $7.13M in Q1 2023.
  • 348 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.