Cassaday & Co Wealth Management
WPC icon

Cassaday & Co Wealth Management’s W.P. Carey WPC Stock Holding History

Cassaday & Co 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
Q3 		$113K Sell
1,742
-6
-0.3% -$426 ﹤0.01% 458
2026
Q2 		$125K Hold
1,748
– – ﹤0.01% 427
2026
Q1 		$119K Buy
+1,748
New +$123K ﹤0.01% 419

Other funds holding WPC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Achmea Investment Management
Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return

Cassaday & Co Wealth Management's WPC Position: Q3 2026 in Review

Cassaday & Co Wealth Management reduced its W.P. Carey (WPC) stake by 0.34% in Q3 2026, selling an estimated $426 and leaving 1,742 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Cassaday & Co Wealth Management first reported a position in WPC in Q1 2026 and has held it in 3 quarters since. The position peaked at $125K in Q2 2026. 336 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Cassaday & Co Wealth Management held 1,742 shares of W.P. Carey worth $113K as of Q3 2026.
  • Cassaday & Co Wealth Management sold 6 W.P. Carey shares in Q3 2026, an estimated $426.
  • W.P. Carey made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #458 holding.
  • Cassaday & Co Wealth Management first reported a position in W.P. Carey in Q1 2026 and has held it in 3 quarters since.
  • Cassaday & Co Wealth Management's W.P. Carey position peaked at $125K in Q2 2026.
  • 336 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.