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

Childress Capital Advisors’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 		– Sell
-3,052
Closed -$207K – 422
2026
Q1 		$207K Buy
+3,052
New +$214K 0.04% 348
2021
Q1 		– Sell
-50
Closed -$3K – 957
2020
Q4 		$3K Buy
+50
New +$3.34K ﹤0.01% 929

Other funds holding WPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Childress Capital Advisors sold out of W.P. Carey (WPC) in Q2 2026, closing a stake of 3,052 shares — an estimated $207K sold.

Childress Capital Advisors first reported a position in WPC in Q4 2020 and held it in 2 quarters. The position peaked at $207K in Q1 2026. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Childress Capital Advisors reported no remaining W.P. Carey position as of Q2 2026 after selling out during the quarter.
  • Childress Capital Advisors sold 3,052 W.P. Carey shares in Q2 2026, an estimated $207K.
  • Childress Capital Advisors first reported a position in W.P. Carey in Q4 2020 and held it in 2 quarters.
  • Childress Capital Advisors's W.P. Carey position peaked at $207K in Q1 2026.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Childress Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.