AE Wealth Management’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
Q2 | $798K | Sell |
11,165
-715
| -6% | -$52.4K | ﹤0.01% | 1004 |
|
|
2026
Q1 | $807K | Buy |
11,880
+836
| +8% | +$58.6K | ﹤0.01% | 903 |
|
|
2025
Q4 | $711K | Buy |
11,044
+495
| +5% | +$33K | ﹤0.01% | 911 |
|
|
2025
Q3 | $713K | Buy |
10,549
+200
| +2% | +$13.1K | ﹤0.01% | 843 |
|
|
2025
Q2 | $646K | Buy |
10,349
+1,406
| +16% | +$86.6K | ﹤0.01% | 835 |
|
|
2025
Q1 | $564K | Buy |
8,943
+4,353
| +95% | +$258K | ﹤0.01% | 880 |
|
|
2024
Q4 | $250K | Sell |
4,590
-3,275
| -42% | -$187K | ﹤0.01% | 1177 |
|
|
2024
Q3 | $490K | Sell |
7,865
-1,913
| -20% | -$113K | ﹤0.01% | 893 |
|
|
2024
Q2 | $538K | Buy |
9,778
+1,631
| +20% | +$91.9K | 0.01% | 863 |
|
|
2024
Q1 | $460K | Sell |
8,147
-41,646
| -84% | -$2.49M | 0.01% | 844 |
|
|
2023
Q4 | $3.13M | Sell |
49,793
-6,670
| -12% | -$384K | 0.02% | 751 |
|
|
2023
Q3 | $2.99M | Buy |
56,463
+2,268
| +4% | +$145K | 0.02% | 714 |
|
|
2023
Q2 | $3.59M | Buy |
54,195
+2,409
| +5% | +$167K | 0.02% | 641 |
|
|
2023
Q1 | $3.93M | Sell |
51,786
-4,140
| -7% | -$330K | 0.03% | 566 |
|
|
2022
Q4 | $4.28M | Buy |
55,926
+2,278
| +4% | +$171K | 0.03% | 515 |
|
|
2022
Q3 | $3.67M | Buy |
53,648
+15,333
| +40% | +$1.26M | 0.03% | 500 |
|
|
2022
Q2 | $3.11M | Buy |
38,315
+7,541
| +25% | +$608K | 0.02% | 531 |
|
|
2022
Q1 | $2.44M | Buy |
30,774
+2,961
| +11% | +$227K | 0.02% | 652 |
|
|
2021
Q4 | $2.23M | Buy |
27,813
+6,821
| +32% | +$522K | 0.02% | 667 |
|
|
2021
Q3 | $1.5M | Buy |
20,992
+2,664
| +15% | +$203K | 0.01% | 742 |
|
|
2021
Q2 | $1.34M | Buy |
18,328
+717
| +4% | +$52.5K | 0.01% | 743 |
|
|
2021
Q1 | $1.22M | Buy |
17,611
+434
| +3% | +$29.1K | 0.01% | 709 |
|
|
2020
Q4 | $1.19M | Sell |
17,177
-4,044
| -19% | -$270K | 0.01% | 662 |
|
|
2020
Q3 | $1.35M | Sell |
21,221
-6,479
| -23% | -$437K | 0.02% | 543 |
|
|
2020
Q2 | $1.83M | Sell |
27,700
-2,026
| -7% | -$126K | 0.03% | 438 |
|
|
2020
Q1 | $1.69M | Sell |
29,726
-1,030
| -3% | -$78.1K | 0.04% | 344 |
|
|
2019
Q4 | $2.41M | Buy |
30,756
+3,073
| +11% | +$257K | 0.05% | 302 |
|
|
2019
Q3 | $2.43M | Sell |
27,683
-2,697
| -9% | -$230K | 0.07% | 237 |
|
|
2019
Q2 | $2.42M | Buy |
30,380
+15,950
| +111% | +$1.26M | 0.07% | 205 |
|
|
2019
Q1 | $1.11M | Buy |
14,430
+4,394
| +44% | +$317K | 0.08% | 200 |
|
|
2018
Q4 | $642K | Buy |
+10,036
| New | +$653K | 0.11% | 210 |
|
Other funds holding WPC
AE Wealth Management's WPC Position: Q2 2026 in Review
AE Wealth Management reduced its W.P. Carey (WPC) stake by 6% in Q2 2026, selling an estimated $52.4K and leaving 11,165 shares worth $798K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.
AE Wealth Management first reported a position in WPC in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.28M in Q4 2022. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.
- AE Wealth Management held 11,165 shares of W.P. Carey worth $798K as of Q2 2026.
- AE Wealth Management sold 715 W.P. Carey shares in Q2 2026, an estimated $52.4K.
- W.P. Carey made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1004 holding.
- AE Wealth Management first reported a position in W.P. Carey in Q4 2018 and has held it in 31 quarters since.
- AE Wealth Management's W.P. Carey position peaked at $4.28M in Q4 2022.
- 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.
Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.