CWM
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C2C Wealth Management’s W.P. Carey WPC Stock Holding History

C2C 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 		$686K Buy
9,589
+10
+0.1% +$733 0.54% 41
2026
Q1 		$651K Buy
9,579
+9
+0.1% +$631 0.55% 42
2025
Q4 		$616K Sell
9,570
-150
-2% -$9.99K 0.52% 44
2025
Q3 		$657K Sell
9,720
-1,443
-13% -$94.5K 0.56% 42
2025
Q2 		$696K Buy
11,163
+50
+0.4% +$3.08K 0.63% 38
2025
Q1 		$701K Sell
11,113
-1,150
-9% -$68.1K 0.66% 35
2024
Q4 		$668K Buy
12,263
+500
+4% +$28.5K 0.62% 38
2024
Q3 		$655K Sell
11,763
-600
-5% -$35.6K 0.61% 40
2024
Q2 		$672K Sell
12,363
-100
-0.8% -$5.64K 0.66% 36
2024
Q1 		$703K Sell
12,463
-1,000
-7% -$59.9K 0.7% 35
2023
Q4 		$884K Sell
13,463
-1,916
-12% -$110K 0.75% 35
2023
Q3 		$802K Buy
15,379
+459
+3% +$29.4K 0.11% 95
2023
Q2 		$1.02M Hold
14,920
– – 0.13% 80
2023
Q1 		$1.06M Hold
14,920
– – 0.17% 75
2022
Q4 		$1.21M Buy
14,920
+689
+5% +$51.8K 0.21% 50
2022
Q3 		$1.03M Buy
14,231
+102
+0.7% +$8.35K 0.2% 62
2022
Q2 		$1.16M Buy
14,129
+2,012
+17% +$162K 0.21% 56
2022
Q1 		$1.02M Buy
12,117
+143
+1% +$11K 0.17% 71
2021
Q4 		$962K Buy
+11,974
New +$917K 0.14% 84

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

C2C Wealth Management's WPC Position: Q2 2026 in Review

C2C Wealth Management increased its W.P. Carey (WPC) stake by 0.1% in Q2 2026, buying an estimated $733 and bringing the position to 9,589 shares worth $686K. The position accounts for 0.54% of the portfolio, ranked #41.

C2C Wealth Management first reported a position in WPC in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.21M in Q4 2022. 141 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • C2C Wealth Management held 9,589 shares of W.P. Carey worth $686K as of Q2 2026.
  • C2C Wealth Management bought 10 W.P. Carey shares in Q2 2026, an estimated $733.
  • W.P. Carey made up 0.54% of C2C Wealth Management's portfolio in Q2 2026, its #41 holding.
  • C2C Wealth Management first reported a position in W.P. Carey in Q4 2021 and has held it in 19 quarters since.
  • C2C Wealth Management's W.P. Carey position peaked at $1.21M in Q4 2022.
  • 141 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on C2C Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.