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Birchbrook’s W.P. Carey WPC Stock Holding History

Birchbrook’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 		$5.72K Hold
80
– – ﹤0.01% 228
2026
Q1 		$5.44K Hold
80
– – ﹤0.01% 227
2025
Q4 		$5.15K Hold
80
– – ﹤0.01% 241
2025
Q3 		$5.41K Hold
80
– – ﹤0.01% 211
2025
Q2 		$4.99K Hold
80
– – ﹤0.01% 217
2025
Q1 		$5.05K Hold
80
– – ﹤0.01% 209
2024
Q4 		$4.36K Hold
80
– – ﹤0.01% 234
2024
Q3 		$4.98K Buy
+80
New +$4.74K ﹤0.01% 215

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

Birchbrook's WPC Position: Q2 2026 in Review

Birchbrook held its W.P. Carey (WPC) position steady in Q2 2026 at 80 shares worth $5.72K. The position accounts for ﹤0.01% of the portfolio, ranked #228.

Birchbrook first reported a position in WPC in Q3 2024 and has held it in 8 quarters since. 138 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Birchbrook held 80 shares of W.P. Carey worth $5.72K as of Q2 2026.
  • Birchbrook left its W.P. Carey share count unchanged in Q2 2026.
  • W.P. Carey made up ﹤0.01% of Birchbrook's portfolio in Q2 2026, its #228 holding.
  • Birchbrook first reported a position in W.P. Carey in Q3 2024 and has held it in 8 quarters since.
  • 138 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.