AWM
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Avior Wealth Management’s W.P. Carey WPC Stock Holding History

Avior Wealth Management’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 		$7.82M Sell
109,391
-3,589
-3% -$263K 0.21% 99
2026
Q1 		$7.68M Buy
+112,980
New +$7.92M 0.22% 97
2025
Q1 		– Sell
-1,079
Closed -$58.8K – 2346
2024
Q4 		$58.8K Sell
1,079
-347
-24% -$19.8K ﹤0.01% 1085
2024
Q3 		$88.9K Buy
1,426
+61
+4% +$3.62K ﹤0.01% 921
2024
Q2 		$75.2K Sell
1,365
-333
-20% -$18.8K ﹤0.01% 955
2024
Q1 		$95.9K Sell
1,698
-234
-12% -$14K ﹤0.01% 981
2023
Q4 		$125K Sell
1,932
-290
-13% -$16.7K 0.01% 582
2023
Q3 		$118K Buy
2,222
+242
+12% +$15.5K 0.01% 600
2023
Q2 		$131K Buy
1,980
+441
+29% +$30.7K 0.01% 594
2023
Q1 		$117K Buy
1,539
+400
+35% +$31.9K 0.01% 612
2022
Q4 		$87.3K Buy
1,139
+139
+14% +$10.4K 0.01% 547
2022
Q3 		$68K Buy
1,000
+187
+23% +$15.3K 0.01% 567
2022
Q2 		$65K Buy
813
+10
+1% +$807 0.01% 533
2022
Q1 		$63K Buy
803
+137
+21% +$10.5K 0.01% 562
2021
Q4 		$53K Buy
666
+9
+1% +$689 ﹤0.01% 583
2021
Q3 		$47K Buy
657
+9
+1% +$685 ﹤0.01% 570
2021
Q2 		$47K Buy
648
+286
+79% +$20.9K ﹤0.01% 536
2021
Q1 		$25K Buy
362
+5
+1% +$335 ﹤0.01% 620
2020
Q4 		$24K Buy
+357
New +$23.8K ﹤0.01% 595

Other funds holding WPC

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Avior Wealth Management's WPC Position: Q2 2026 in Review

Avior Wealth Management reduced its W.P. Carey (WPC) stake by 3.2% in Q2 2026, selling an estimated $263K and leaving 109,391 shares worth $7.82M. The position accounts for 0.21% of the portfolio, ranked #99.

Avior Wealth Management first reported a position in WPC in Q4 2020 and has held it in 19 quarters since. 114 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Avior Wealth Management held 109,391 shares of W.P. Carey worth $7.82M as of Q2 2026.
  • Avior Wealth Management sold 3,589 W.P. Carey shares in Q2 2026, an estimated $263K.
  • W.P. Carey made up 0.21% of Avior Wealth Management's portfolio in Q2 2026, its #99 holding.
  • Avior Wealth Management first reported a position in W.P. Carey in Q4 2020 and has held it in 19 quarters since.
  • 114 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.