American Capital Advisory
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American Capital Advisory’s W.P. Carey WPC Stock Holding History

American Capital Advisory’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 		$453 Hold
7
– – ﹤0.01% 961
2026
Q2 		$501 Hold
7
– – ﹤0.01% 950
2026
Q1 		$476 Hold
7
– – ﹤0.01% 867
2025
Q4 		$451 Hold
7
– – ﹤0.01% 783
2025
Q3 		$473 Buy
7
+3
+75% +$196 ﹤0.01% 719
2025
Q2 		$250 Hold
4
– – ﹤0.01% 770
2025
Q1 		$253 Buy
+4
New +$237 ﹤0.01% 673

Other funds holding WPC

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

American Capital Advisory's WPC Position: Q3 2026 in Review

American Capital Advisory held its W.P. Carey (WPC) position steady in Q3 2026 at 7 shares worth $453. The position accounts for ﹤0.01% of the portfolio, ranked #961.

American Capital Advisory first reported a position in WPC in Q1 2025 and has held it in 7 quarters since. The position peaked at $501 in Q2 2026. 672 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • American Capital Advisory held 7 shares of W.P. Carey worth $453 as of Q3 2026.
  • American Capital Advisory left its W.P. Carey share count unchanged in Q3 2026.
  • W.P. Carey made up ﹤0.01% of American Capital Advisory's portfolio in Q3 2026, its #961 holding.
  • American Capital Advisory first reported a position in W.P. Carey in Q1 2025 and has held it in 7 quarters since.
  • American Capital Advisory's W.P. Carey position peaked at $501 in Q2 2026.
  • 672 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on American Capital Advisory's 13F filing for Q3 2026, filed 28 Oct 2026.