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Burney Company’s W.P. Carey WPC Stock Holding History

Burney Company’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 		$338K Buy
4,728
+1
+0% +$73 0.01% 514
2026
Q1 		$321K Buy
4,727
+217
+5% +$15.2K 0.01% 494
2025
Q4 		$290K Sell
4,510
-185
-4% -$12.3K 0.01% 531
2025
Q3 		$317K Buy
4,695
+2
+0% +$131 0.01% 493
2025
Q2 		$293K Sell
4,693
-99
-2% -$6.1K 0.01% 497
2025
Q1 		$302K Sell
4,792
-9
-0.2% -$533 0.01% 500
2024
Q4 		$262K Sell
4,801
-2,288
-32% -$130K 0.01% 528
2024
Q3 		$442K Buy
7,089
+1
+0% +$59 0.02% 449
2024
Q2 		$390K Sell
7,088
-140
-2% -$7.89K 0.01% 463
2024
Q1 		$408K Sell
7,228
-11
-0.2% -$658 0.02% 476
2023
Q4 		$469K Sell
7,239
-1,546
-18% -$89.1K 0.02% 428
2023
Q3 		$465K Buy
8,785
+368
+4% +$23.6K 0.02% 411
2023
Q2 		$557K Buy
+8,417
New +$585K 0.03% 390
2019
Q1 		– Sell
-3,175
Closed -$203K – 459
2018
Q4 		$203K Buy
+3,175
New +$207K 0.01% 418
2014
Q4 		– Sell
-3,512
Closed -$219K – 402
2014
Q3 		$219K Sell
3,512
-97
-3% -$6.35K 0.02% 378
2014
Q2 		$228K Sell
3,609
-128
-3% -$7.8K 0.02% 380
2014
Q1 		$220K Sell
3,737
-1,602
-30% -$96.8K 0.02% 379
2013
Q4 		$321K Sell
5,339
-41
-0.8% -$2.58K 0.03% 335
2013
Q3 		$341K Sell
5,380
-30
-0.6% -$1.98K 0.04% 319
2013
Q2 		$351K Buy
+5,410
New +$367K 0.04% 305

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

Burney Company's WPC Position: Q2 2026 in Review

Burney Company increased its W.P. Carey (WPC) stake by 0.02% in Q2 2026, buying an estimated $73 and bringing the position to 4,728 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #514.

Burney Company first reported a position in WPC in Q2 2013 and has held it in 20 quarters since. The position peaked at $557K in Q2 2023. 138 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Burney Company held 4,728 shares of W.P. Carey worth $338K as of Q2 2026.
  • Burney Company bought 1 W.P. Carey share in Q2 2026, an estimated $73.
  • W.P. Carey made up 0.01% of Burney Company's portfolio in Q2 2026, its #514 holding.
  • Burney Company first reported a position in W.P. Carey in Q2 2013 and has held it in 20 quarters since.
  • Burney Company's W.P. Carey position peaked at $557K in Q2 2023.
  • 138 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.