C1AG
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Client 1st Advisory Group’s W.P. Carey WPC Stock Holding History

Client 1st Advisory Group’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 		$786K Sell
10,995
-213
-2% -$15.6K 0.2% 60
2026
Q1 		$762K Hold
11,208
– – 0.23% 55
2025
Q4 		$721K Hold
11,208
– – 0.23% 53
2025
Q3 		$757K Hold
11,208
– – 0.25% 50
2025
Q2 		$699K Sell
11,208
-480
-4% -$29.6K 0.25% 51
2025
Q1 		$738K Sell
11,688
-642
-5% -$38K 0.29% 46
2024
Q4 		$672K Sell
12,330
-391
-3% -$22.3K 0.26% 49
2024
Q3 		$793K Sell
12,721
-1,000
-7% -$59.3K 0.31% 41
2024
Q2 		$755K Sell
13,721
-13
-0.1% -$733 0.33% 42
2024
Q1 		$775K Sell
13,734
-49
-0.4% -$2.93K 0.35% 40
2023
Q4 		$893K Sell
13,783
-534
-4% -$30.8K 0.43% 33
2023
Q3 		$758K Buy
14,317
+2,093
+17% +$134K 0.4% 36
2023
Q2 		$809K Sell
12,224
-34
-0.3% -$2.36K 0.43% 37
2023
Q1 		$930K Hold
12,258
– – 0.5% 32
2022
Q4 		$938K Buy
12,258
+172
+1% +$12.9K 0.55% 29
2022
Q3 		$826K Hold
12,086
– – 0.51% 27
2022
Q2 		$981K Sell
12,086
-262
-2% -$21.1K 0.58% 26
2022
Q1 		$978K Hold
12,348
– – 0.48% 31
2021
Q4 		$992K Sell
12,348
-19
-0.2% -$1.45K 0.48% 34
2021
Q3 		$885K Hold
12,367
– – 0.45% 33
2021
Q2 		$904K Sell
12,367
-348
-3% -$25.5K 0.47% 32
2021
Q1 		$881K Sell
12,715
-51
-0.4% -$3.42K 0.5% 27
2020
Q4 		$841K Sell
12,766
-408
-3% -$27.3K 0.55% 22
2020
Q3 		$888K Sell
13,174
-637
-5% -$42.9K 0.62% 23
2020
Q2 		$913K Hold
13,811
– – 0.76% 22
2020
Q1 		$786K Buy
13,811
+2,020
+17% +$153K 0.83% 25
2019
Q4 		$924K Buy
+11,791
New +$988K 0.91% 24

Other funds holding WPC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
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
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Client 1st Advisory Group's WPC Position: Q2 2026 in Review

Client 1st Advisory Group reduced its W.P. Carey (WPC) stake by 1.9% in Q2 2026, selling an estimated $15.6K and leaving 10,995 shares worth $786K. The position accounts for 0.2% of the portfolio, ranked #60.

Client 1st Advisory Group first reported a position in WPC in Q4 2019 and has held it in 27 quarters since. The position peaked at $992K in Q4 2021. 155 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Client 1st Advisory Group held 10,995 shares of W.P. Carey worth $786K as of Q2 2026.
  • Client 1st Advisory Group sold 213 W.P. Carey shares in Q2 2026, an estimated $15.6K.
  • W.P. Carey made up 0.2% of Client 1st Advisory Group's portfolio in Q2 2026, its #60 holding.
  • Client 1st Advisory Group first reported a position in W.P. Carey in Q4 2019 and has held it in 27 quarters since.
  • Client 1st Advisory Group's W.P. Carey position peaked at $992K in Q4 2021.
  • 155 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.