CWM
WPC icon

CMH Wealth Management’s W.P. Carey WPC Stock Holding History

CMH 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
Q2 		$1.71M Sell
23,655
-18,125
-43% -$1.33M 0.26% 68
2026
Q1 		$2.88M Buy
+41,780
New +$2.93M 0.49% 55

Other funds holding WPC

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
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
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
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

CMH Wealth Management's WPC Position: Q2 2026 in Review

CMH Wealth Management reduced its W.P. Carey (WPC) stake by 43% in Q2 2026, selling an estimated $1.33M and leaving 23,655 shares worth $1.71M. The position accounts for 0.26% of the portfolio, ranked #68.

CMH Wealth Management first reported a position in WPC in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.88M in Q1 2026. 114 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • CMH Wealth Management held 23,655 shares of W.P. Carey worth $1.71M as of Q2 2026.
  • CMH Wealth Management sold 18,125 W.P. Carey shares in Q2 2026, an estimated $1.33M.
  • W.P. Carey made up 0.26% of CMH Wealth Management's portfolio in Q2 2026, its #68 holding.
  • CMH Wealth Management first reported a position in W.P. Carey in Q1 2026 and has held it in 2 quarters since.
  • CMH Wealth Management's W.P. Carey position peaked at $2.88M in Q1 2026.
  • 114 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on CMH Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.