CAL
WPC icon

Capital Advisors Ltd’s W.P. Carey WPC Stock Holding History

Capital Advisors Ltd’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 		$2K Hold
31
– – ﹤0.01% 1155
2026
Q1 		$2K Hold
31
– – ﹤0.01% 1135
2025
Q4 		$2K Hold
31
– – ﹤0.01% 1114
2025
Q3 		$2K Hold
31
– – ﹤0.01% 1110
2025
Q2 		$2K Sell
31
-8
-21% -$493 ﹤0.01% 1114
2025
Q1 		$2K Buy
39
+8
+26% +$474 ﹤0.01% 1104
2024
Q4 		$2K Sell
31
-23
-43% -$1.31K ﹤0.01% 1125
2024
Q3 		$3K Hold
54
– – ﹤0.01% 1029
2024
Q2 		$3K Buy
54
+23
+74% +$1.3K ﹤0.01% 1023
2024
Q1 		$2K Buy
31
+7
+29% +$419 ﹤0.01% 1092
2023
Q4 		$2K Buy
+24
New +$1.38K ﹤0.01% 1067
2022
Q3 		– Sell
-5
Closed – – 1558
2022
Q2 		$0 Buy
+5
New +$403 ﹤0.01% 1360
2022
Q1 		– Sell
-2
Closed – – 1237
2021
Q4 		$0 Buy
+2
New +$153 ﹤0.01% 958

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
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
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
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

Capital Advisors Ltd's WPC Position: Q2 2026 in Review

Capital Advisors Ltd held its W.P. Carey (WPC) position steady in Q2 2026 at 31 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1155.

Capital Advisors Ltd first reported a position in WPC in Q4 2021 and has held it in 13 quarters since. The position peaked at $3K in Q3 2024. 114 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Capital Advisors Ltd held 31 shares of W.P. Carey worth $2K as of Q2 2026.
  • Capital Advisors Ltd left its W.P. Carey share count unchanged in Q2 2026.
  • W.P. Carey made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1155 holding.
  • Capital Advisors Ltd first reported a position in W.P. Carey in Q4 2021 and has held it in 13 quarters since.
  • Capital Advisors Ltd's W.P. Carey position peaked at $3K in Q3 2024.
  • 114 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.