Continuum Advisory’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
2026
Q2
$1.36K Buy
+19
New +$1.39K ﹤0.01% 1810
2025
Q2
Sell
-19
Closed -$1.2K 1582
2025
Q1
$1.2K Hold
19
﹤0.01% 1482
2024
Q4
$1.03K Hold
19
﹤0.01% 1610
2024
Q3
$1.04K Sell
19
-1
-5% -$59 ﹤0.01% 1612
2024
Q2
$1.1K Hold
20
﹤0.01% 1450
2024
Q1
$1.16K Buy
+20
New +$1.2K ﹤0.01% 1440

Other funds holding WPC

Continuum Advisory's WPC Position: Q2 2026 in Review

Continuum Advisory opened a new position in W.P. Carey (WPC) in Q2 2026: 19 shares worth $1.36K. The stake represents ﹤0.01% of the portfolio and ranks #1810 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in WPC as recently as Q1 2025.

Continuum Advisory first reported a position in WPC in Q1 2024 and has held it in 6 quarters since. 903 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Continuum Advisory held 19 shares of W.P. Carey worth $1.36K as of Q2 2026.
  • W.P. Carey was a new Continuum Advisory position in Q2 2026.
  • W.P. Carey made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1810 holding.
  • Continuum Advisory first reported a position in W.P. Carey in Q1 2024 and has held it in 6 quarters since.
  • 903 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.