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

Cary Street Partners’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	$239K	Sell	3,347 -18	-0.5%	-$1.32K	0.01%	864
2026 Q1	$229K	Sell	3,365 -87	-3%	-$6.1K	0.01%	802
2025 Q4	$222K	Hold	3,452	–	–	0.01%	804
2025 Q3	$233K	Buy	3,452 +1,609	+87%	+$105K	0.01%	746
2025 Q2	$115K	Buy	+1,843	New	+$113K	﹤0.01%	831
2025 Q1	–	Sell	-3,570	Closed	-$194K	–	904
2024 Q4	$194K	Buy	+3,570	New	+$203K	0.01%	728

Other funds holding WPC

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Cary Street Partners reduced its W.P. Carey (WPC) stake by 0.53% in Q2 2026, selling an estimated $1.32K and leaving 3,347 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #864.

Cary Street Partners first reported a position in WPC in Q4 2024 and has held it in 6 quarters since. 148 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Cary Street Partners held 3,347 shares of W.P. Carey worth $239K as of Q2 2026.
Cary Street Partners sold 18 W.P. Carey shares in Q2 2026, an estimated $1.32K.
W.P. Carey made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #864 holding.
Cary Street Partners first reported a position in W.P. Carey in Q4 2024 and has held it in 6 quarters since.
148 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

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