Allied Investment Advisors’s W.P. Carey WPC Stock Holding History

Allied Investment Advisors’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	$235K	Hold	3,281	–	–	0.03%	100
2026 Q1	$223K	Hold	3,281	–	–	0.03%	93
2025 Q4	$211K	Buy	+3,281	New	+$218K	0.03%	96
2023 Q2	–	Sell	-3,007	Closed	-$228K	–	63
2023 Q1	$228K	Hold	3,007	–	–	0.07%	52
2022 Q4	$230K	Hold	3,007	–	–	0.07%	51
2022 Q3	$206K	Sell	3,007 -76	-2%	-$6.22K	0.08%	53
2022 Q2	$250K	Hold	3,083	–	–	0.09%	50
2022 Q1	$244K	Hold	3,083	–	–	0.08%	53
2021 Q4	$248K	Buy	+3,083	New	+$236K	0.08%	54

Other funds holding WPC

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Allied Investment Advisors's WPC Position: Q2 2026 in Review

Allied Investment Advisors held its W.P. Carey (WPC) position steady in Q2 2026 at 3,281 shares worth $235K. The position accounts for 0.03% of the portfolio, ranked #100.

Allied Investment Advisors first reported a position in WPC in Q4 2021 and has held it in 9 quarters since. The position peaked at $250K in Q2 2022. 176 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Allied Investment Advisors held 3,281 shares of W.P. Carey worth $235K as of Q2 2026.
Allied Investment Advisors left its W.P. Carey share count unchanged in Q2 2026.
W.P. Carey made up 0.03% of Allied Investment Advisors's portfolio in Q2 2026, its #100 holding.
Allied Investment Advisors first reported a position in W.P. Carey in Q4 2021 and has held it in 9 quarters since.
Allied Investment Advisors's W.P. Carey position peaked at $250K in Q2 2022.
176 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Allied Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.