Aptus Capital Advisors’s W.P. Carey WPC Stock Holding History

Aptus Capital 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	$380K	Sell	5,306 -648	-11%	-$47.5K	﹤0.01%	869
2026 Q1	$405K	Buy	+5,954	New	+$418K	﹤0.01%	782
2025 Q4	–	Sell	-3,403	Closed	-$230K	–	1741
2025 Q3	$230K	Buy	3,403 +75	+2%	+$4.91K	﹤0.01%	925
2025 Q2	$208K	Buy	+3,328	New	+$205K	﹤0.01%	938
2023 Q3	–	Sell	-3,350	Closed	-$222K	–	931
2023 Q2	$222K	Sell	3,350 -376	-10%	-$26.1K	0.01%	463
2023 Q1	$287K	Sell	3,726 -491	-12%	-$39.1K	0.01%	397
2022 Q4	$323K	Buy	4,217 +264	+7%	+$19.8K	0.01%	400
2022 Q3	$275K	Buy	3,953 +82	+2%	+$6.71K	0.01%	395
2022 Q2	$318K	Sell	3,871 -25	-0.6%	-$2.02K	0.01%	316
2022 Q1	$313K	Buy	+3,896	New	+$299K	0.01%	353

Other funds holding WPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Aptus Capital Advisors's WPC Position: Q2 2026 in Review

Aptus Capital Advisors reduced its W.P. Carey (WPC) stake by 11% in Q2 2026, selling an estimated $47.5K and leaving 5,306 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #869.

Aptus Capital Advisors first reported a position in WPC in Q1 2022 and has held it in 10 quarters since. The position peaked at $405K in Q1 2026. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Aptus Capital Advisors held 5,306 shares of W.P. Carey worth $380K as of Q2 2026.
Aptus Capital Advisors sold 648 W.P. Carey shares in Q2 2026, an estimated $47.5K.
W.P. Carey made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #869 holding.
Aptus Capital Advisors first reported a position in W.P. Carey in Q1 2022 and has held it in 10 quarters since.
Aptus Capital Advisors's W.P. Carey position peaked at $405K in Q1 2026.
902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.