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Cary Street Partners Investment Advisory’s W.P. Carey WPC Stock Holding History

Cary Street Partners Investment Advisory’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 		$127K Buy
1,770
+133
+8% +$9.75K 0.03% 464
2026
Q1 		$111K Buy
1,637
+211
+15% +$14.8K 0.03% 440
2025
Q4 		$91.8K Buy
1,426
+21
+1% +$1.4K 0.02% 439
2025
Q3 		$94.9K Hold
1,405
– – 0.04% 372
2025
Q2 		$87.6K Buy
+1,405
New +$86.5K 0.04% 338
2025
Q1 		– Sell
-893
Closed -$48.7K – 594
2024
Q4 		$48.7K Sell
893
-4,180
-82% -$238K 0.03% 321
2024
Q3 		$316K Sell
5,073
-254
-5% -$15.1K 0.01% 614
2024
Q2 		$293K Buy
5,327
+881
+20% +$49.7K 0.01% 601
2024
Q1 		$251K Buy
4,446
+66
+2% +$3.95K 0.01% 600
2023
Q4 		$284K Sell
4,380
-104
-2% -$5.99K 0.01% 539
2023
Q3 		$238K Sell
4,484
-89
-2% -$5.7K 0.01% 516
2023
Q2 		$303K Buy
4,573
+1,252
+38% +$87K 0.02% 438
2023
Q1 		$252K Buy
3,321
+474
+17% +$37.8K 0.02% 430
2022
Q4 		$218K Hold
2,847
– – 0.02% 455
2022
Q3 		$195K Hold
2,847
– – 0.02% 455
2022
Q2 		$231K Buy
+2,847
New +$230K 0.02% 398
2021
Q3 		– Sell
-1,835
Closed -$134K – 312
2021
Q2 		$134K Sell
1,835
-114
-6% -$8.34K 0.04% 262
2021
Q1 		$135K Sell
1,949
-1,102
-36% -$73.9K 0.06% 228
2020
Q4 		$211K Buy
3,051
+1,038
+52% +$69.3K 0.04% 324
2020
Q3 		$128K Buy
+2,013
New +$136K 0.03% 333

Other funds holding WPC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return

Cary Street Partners Investment Advisory's WPC Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its W.P. Carey (WPC) stake by 8.1% in Q2 2026, buying an estimated $9.75K and bringing the position to 1,770 shares worth $127K. The position accounts for 0.03% of the portfolio, ranked #464.

Cary Street Partners Investment Advisory first reported a position in WPC in Q3 2020 and has held it in 20 quarters since. The position peaked at $316K in Q3 2024. 348 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Cary Street Partners Investment Advisory held 1,770 shares of W.P. Carey worth $127K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 133 W.P. Carey shares in Q2 2026, an estimated $9.75K.
  • W.P. Carey made up 0.03% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #464 holding.
  • Cary Street Partners Investment Advisory first reported a position in W.P. Carey in Q3 2020 and has held it in 20 quarters since.
  • Cary Street Partners Investment Advisory's W.P. Carey position peaked at $316K in Q3 2024.
  • 348 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.