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Advocate Investing Services’s W.P. Carey WPC Stock Holding History

Advocate Investing Services’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 		$305K Buy
4,260
+1
+0% +$73 0.23% 84
2026
Q1 		$289K Buy
4,259
+1
+0% +$70 0.25% 80
2025
Q4 		$274K Buy
+4,258
New +$284K 0.25% 76

Other funds holding WPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Advocate Investing Services's WPC Position: Q2 2026 in Review

Advocate Investing Services increased its W.P. Carey (WPC) stake by 0.02% in Q2 2026, buying an estimated $73 and bringing the position to 4,260 shares worth $305K. The position accounts for 0.23% of the portfolio, ranked #84.

Advocate Investing Services first reported a position in WPC in Q4 2025 and has held it in 3 quarters since. 897 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Advocate Investing Services held 4,260 shares of W.P. Carey worth $305K as of Q2 2026.
  • Advocate Investing Services bought 1 W.P. Carey share in Q2 2026, an estimated $73.
  • W.P. Carey made up 0.23% of Advocate Investing Services's portfolio in Q2 2026, its #84 holding.
  • Advocate Investing Services first reported a position in W.P. Carey in Q4 2025 and has held it in 3 quarters since.
  • 897 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.