Armstrong Advisory Group’s W.P. Carey WPC Stock Holding History

Armstrong Advisory Group’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	$61.5K	Hold	951	–	–	﹤0.01%	396
2026 Q2	$68K	Hold	951	–	–	﹤0.01%	384
2026 Q1	$64.6K	Hold	951	–	–	﹤0.01%	375
2025 Q4	$61.2K	Hold	951	–	–	﹤0.01%	376
2025 Q3	$64.3K	Hold	951	–	–	﹤0.01%	364
2025 Q2	$59.3K	Sell	951 -400	-30%	-$24.6K	﹤0.01%	364
2025 Q1	$73.6K	Hold	1,351	–	–	0.01%	313
2024 Q4	$73.6K	Hold	1,351	–	–	0.01%	313
2024 Q3	$84.2K	Sell	1,351 -931	-41%	-$55.2K	0.01%	293
2024 Q2	$126K	Sell	2,282 -892	-28%	-$50.3K	0.01%	231
2024 Q1	$206K	Hold	3,174	–	–	0.02%	172
2023 Q4	$206K	Sell	3,174 -439	-12%	-$25.3K	0.02%	172
2023 Q3	$191K	Hold	3,613	–	–	0.02%	169
2023 Q2	$239K	Buy	3,613 +1,021	+39%	+$71K	0.03%	147
2023 Q1	$197K	Sell	2,592 -777	-23%	-$61.9K	0.02%	163
2022 Q4	$258K	Buy	+3,369	New	+$253K	0.03%	141

Other funds holding WPC

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

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

Armstrong Advisory Group's WPC Position: Q3 2026 in Review

Armstrong Advisory Group held its W.P. Carey (WPC) position steady in Q3 2026 at 951 shares worth $61.5K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Armstrong Advisory Group first reported a position in WPC in Q4 2022 and has held it in 16 quarters since. The position peaked at $258K in Q4 2022. 150 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

Armstrong Advisory Group held 951 shares of W.P. Carey worth $61.5K as of Q3 2026.
Armstrong Advisory Group left its W.P. Carey share count unchanged in Q3 2026.
W.P. Carey made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #396 holding.
Armstrong Advisory Group first reported a position in W.P. Carey in Q4 2022 and has held it in 16 quarters since.
Armstrong Advisory Group's W.P. Carey position peaked at $258K in Q4 2022.
150 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.