Byrne Asset Management’s W.P. Carey WPC Stock Holding History

Byrne Asset 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	$10.8K	Hold	160	–	–	0.01%	429
2026 Q1	$10.3K	Hold	160	–	–	0.01%	427
2025 Q4	$9.91K	Hold	160	–	–	0.01%	427
2025 Q3	$10.4K	Hold	160	–	–	0.01%	409
2025 Q2	$9.68K	Hold	160	–	–	0.01%	403
2025 Q1	$9.78K	Hold	160	–	–	0.01%	422
2024 Q4	$8.48K	Hold	160	–	–	0.01%	405
2024 Q3	$9.65K	Hold	160	–	–	0.01%	398
2024 Q2	$8.59K	Hold	160	–	–	0.01%	394
2024 Q1	$8.7K	Hold	160	–	–	0.01%	388
2023 Q4	$10K	Buy	160 +7	+5%	+$403	0.01%	360
2023 Q3	$8K	Hold	153	–	–	0.01%	365
2023 Q2	$10K	Hold	153	–	–	0.01%	406
2023 Q1	$12K	Hold	153	–	–	0.01%	371
2022 Q4	$11.7K	Hold	153	–	–	0.01%	365
2022 Q3	$10K	Hold	153	–	–	0.01%	352
2022 Q2	$12K	Hold	153	–	–	0.01%	346
2022 Q1	$12K	Hold	153	–	–	0.01%	371
2021 Q4	$12K	Buy	+153	New	+$11.7K	0.01%	365

Other funds holding WPC

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

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

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

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

Byrne Asset Management's WPC Position: Q2 2026 in Review

Byrne Asset Management held its W.P. Carey (WPC) position steady in Q2 2026 at 160 shares worth $10.8K. The position accounts for 0.01% of the portfolio, ranked #429.

Byrne Asset Management first reported a position in WPC in Q4 2021 and has held it in 19 quarters since. The position peaked at $12K in Q1 2023. 114 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Byrne Asset Management held 160 shares of W.P. Carey worth $10.8K as of Q2 2026.
Byrne Asset Management left its W.P. Carey share count unchanged in Q2 2026.
W.P. Carey made up 0.01% of Byrne Asset Management's portfolio in Q2 2026, its #429 holding.
Byrne Asset Management first reported a position in W.P. Carey in Q4 2021 and has held it in 19 quarters since.
Byrne Asset Management's W.P. Carey position peaked at $12K in Q1 2023.
114 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

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