Columbia Asset Management’s W.P. Carey WPC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-46,000
Closed -$45.5K 280
2024
Q4
$45.5K Buy
+46,000
New +$2.62M 0.01% 239

Other funds holding WPC

Columbia Asset Management's WPC Position: Q2 2026 in Review

Columbia Asset Management reduced its W.P. Carey (WPC) stake by 17% in Q2 2026, selling an estimated $42.9K and leaving 2,890 shares worth $207K. The position accounts for 0.04% of the portfolio, ranked #166.

Columbia Asset Management first reported a position in WPC in Q4 2013 and has held it in 45 quarters since. The position peaked at $1.34M in Q3 2019. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Columbia Asset Management held 2,890 shares of W.P. Carey worth $207K as of Q2 2026.
  • Columbia Asset Management sold 585 W.P. Carey shares in Q2 2026, an estimated $42.9K.
  • W.P. Carey made up 0.04% of Columbia Asset Management's portfolio in Q2 2026, its #166 holding.
  • Columbia Asset Management first reported a position in W.P. Carey in Q4 2013 and has held it in 45 quarters since.
  • Columbia Asset Management's W.P. Carey position peaked at $1.34M in Q3 2019.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Columbia Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.