BHWM
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Beaird Harris Wealth Management’s W.P. Carey WPC Stock Holding History

Beaird Harris 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 		$215 Hold
3
– – ﹤0.01% 653
2026
Q1 		$204 Sell
3
-300
-99% -$21K ﹤0.01% 631
2025
Q4 		$19.5K Buy
303
+300
+10,000% +$20K ﹤0.01% 342
2025
Q3 		$203 Buy
+3
New +$196 ﹤0.01% 668

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
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 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
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
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

Beaird Harris Wealth Management's WPC Position: Q2 2026 in Review

Beaird Harris Wealth Management held its W.P. Carey (WPC) position steady in Q2 2026 at 3 shares worth $215. The position accounts for ﹤0.01% of the portfolio, ranked #653.

Beaird Harris Wealth Management first reported a position in WPC in Q3 2025 and has held it in 4 quarters since. The position peaked at $19.5K in Q4 2025. 141 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Beaird Harris Wealth Management held 3 shares of W.P. Carey worth $215 as of Q2 2026.
  • Beaird Harris Wealth Management left its W.P. Carey share count unchanged in Q2 2026.
  • W.P. Carey made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #653 holding.
  • Beaird Harris Wealth Management first reported a position in W.P. Carey in Q3 2025 and has held it in 4 quarters since.
  • Beaird Harris Wealth Management's W.P. Carey position peaked at $19.5K in Q4 2025.
  • 141 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.