Barlow Wealth Partners’s W.P. Carey WPC Stock Holding History

Barlow Wealth Partners’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	$297K	Hold	4,206	–	–	0.03%	122
2026 Q1	$311K	Hold	4,206	–	–	0.03%	110
2025 Q4	$280K	Hold	4,206	–	–	0.03%	113
2025 Q3	$285K	Hold	4,206	–	–	0.03%	108
2025 Q2	$266K	Sell	4,206 -843	-17%	-$51.9K	0.03%	114
2025 Q1	$306K	Hold	5,049	–	–	0.04%	99
2024 Q4	$274K	Hold	5,049	–	–	0.03%	113
2024 Q3	$303K	Hold	5,049	–	–	0.04%	112
2024 Q2	$295K	Hold	5,049	–	–	0.04%	116
2024 Q1	$278K	Hold	5,049	–	–	0.04%	118
2023 Q4	$327K	Buy	+5,049	New	+$291K	0.05%	103

Other funds holding WPC

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

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

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Barlow Wealth Partners's WPC Position: Q2 2026 in Review

Barlow Wealth Partners held its W.P. Carey (WPC) position steady in Q2 2026 at 4,206 shares worth $297K. The position accounts for 0.03% of the portfolio, ranked #122.

Barlow Wealth Partners first reported a position in WPC in Q4 2023 and has held it in 11 quarters since. The position peaked at $327K in Q4 2023. 158 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Barlow Wealth Partners held 4,206 shares of W.P. Carey worth $297K as of Q2 2026.
Barlow Wealth Partners left its W.P. Carey share count unchanged in Q2 2026.
W.P. Carey made up 0.03% of Barlow Wealth Partners's portfolio in Q2 2026, its #122 holding.
Barlow Wealth Partners first reported a position in W.P. Carey in Q4 2023 and has held it in 11 quarters since.
Barlow Wealth Partners's W.P. Carey position peaked at $327K in Q4 2023.
158 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Barlow Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.