Apella Capital
WPC icon

Apella Capital’s W.P. Carey WPC Stock Holding History

Apella Capital’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 		$490K Buy
7,813
+243
+3% +$17.2K 0.01% 510
2026
Q2 		$539K Sell
7,570
-107
-1% -$7.84K 0.01% 460
2026
Q1 		$568K Buy
7,677
+74
+1% +$5.19K 0.01% 440
2025
Q4 		$489K Buy
7,603
+271
+4% +$18K 0.01% 366
2025
Q3 		$500K Buy
+7,332
New +$480K 0.01% 326

Other funds holding WPC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Prairiewood Capital
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Apella Capital's WPC Position: Q3 2026 in Review

Apella Capital increased its W.P. Carey (WPC) stake by 3.2% in Q3 2026, buying an estimated $17.2K and bringing the position to 7,813 shares worth $490K. The position accounts for 0.01% of the portfolio, ranked #510.

Apella Capital first reported a position in WPC in Q3 2025 and has held it in 5 quarters since. The position peaked at $568K in Q1 2026. 165 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Apella Capital held 7,813 shares of W.P. Carey worth $490K as of Q3 2026.
  • Apella Capital bought 243 W.P. Carey shares in Q3 2026, an estimated $17.2K.
  • W.P. Carey made up 0.01% of Apella Capital's portfolio in Q3 2026, its #510 holding.
  • Apella Capital first reported a position in W.P. Carey in Q3 2025 and has held it in 5 quarters since.
  • Apella Capital's W.P. Carey position peaked at $568K in Q1 2026.
  • 165 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.