American Capital Advisory’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
$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

American Capital Advisory's WPC Position: Q2 2026 in Review

American Capital Advisory held its W.P. Carey (WPC) position steady in Q2 2026 at 7 shares worth $501. The position accounts for ﹤0.01% of the portfolio, ranked #950.

American Capital Advisory first reported a position in WPC in Q1 2025 and has held it in 6 quarters since. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • American Capital Advisory held 7 shares of W.P. Carey worth $501 as of Q2 2026.
  • American Capital Advisory left its W.P. Carey share count unchanged in Q2 2026.
  • W.P. Carey made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #950 holding.
  • American Capital Advisory first reported a position in W.P. Carey in Q1 2025 and has held it in 6 quarters since.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.