CMH Wealth Management
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
Q3 		$455K Sell
6,934
-16,721
-71% -$1.19M 0.07% 91
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

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Wealth Enhancement Advisory Services
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Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Prairiewood Capital
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

CMH Wealth Management's WPC Position: Q3 2026 in Review

CMH Wealth Management reduced its W.P. Carey (WPC) stake by 71% in Q3 2026, selling an estimated $1.19M and leaving 6,934 shares worth $455K. The position accounts for 0.07% of the portfolio, ranked #91.

CMH Wealth Management first reported a position in WPC in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.88M in Q1 2026. 191 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • CMH Wealth Management held 6,934 shares of W.P. Carey worth $455K as of Q3 2026.
  • CMH Wealth Management sold 16,721 W.P. Carey shares in Q3 2026, an estimated $1.19M.
  • W.P. Carey made up 0.07% of CMH Wealth Management's portfolio in Q3 2026, its #91 holding.
  • CMH Wealth Management first reported a position in W.P. Carey in Q1 2026 and has held it in 3 quarters since.
  • CMH Wealth Management's W.P. Carey position peaked at $2.88M in Q1 2026.
  • 191 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on CMH Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.