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Cooper Financial Group’s W.P. Carey WPC Stock Holding History

Cooper Financial 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 		$1.01M Buy
14,127
+2,306
+20% +$169K 0.08% 171
2026
Q1 		$803K Buy
11,821
+112
+1% +$7.86K 0.08% 189
2025
Q4 		$754K Sell
11,709
-79
-0.7% -$5.26K 0.08% 180
2025
Q3 		$796K Sell
11,788
-217
-2% -$14.2K 0.09% 177
2025
Q2 		$749K Buy
12,005
+181
+2% +$11.1K 0.09% 184
2025
Q1 		$746K Sell
11,824
-81
-0.7% -$4.79K 0.1% 180
2024
Q4 		$649K Buy
11,905
+276
+2% +$15.7K 0.08% 196
2024
Q3 		$724K Buy
11,629
+748
+7% +$44.3K 0.09% 190
2024
Q2 		$599K Buy
10,881
+224
+2% +$12.6K 0.09% 198
2024
Q1 		$601K Sell
10,657
-449
-4% -$26.9K 0.1% 186
2023
Q4 		$720K Sell
11,106
-710
-6% -$40.9K 0.13% 149
2023
Q3 		$626K Buy
11,816
+278
+2% +$17.8K 0.15% 157
2023
Q2 		$763K Sell
11,538
-164
-1% -$11.4K 0.19% 126
2023
Q1 		$888K Buy
11,702
+177
+2% +$14.1K 0.24% 101
2022
Q4 		$882K Sell
11,525
-1,280
-10% -$96.1K 0.27% 89
2022
Q3 		$875K Buy
12,805
+763
+6% +$62.5K 0.31% 78
2022
Q2 		$977K Buy
12,042
+109
+0.9% +$8.79K 0.35% 75
2022
Q1 		$945K Sell
11,933
-694
-5% -$53.2K 0.36% 61
2021
Q4 		$1.01M Sell
12,627
-1,239
-9% -$94.8K 0.38% 66
2021
Q3 		$992K Buy
13,866
+356
+3% +$27.1K 0.21% 75
2021
Q2 		$987K Buy
13,510
+1,290
+11% +$94.4K 0.2% 71
2021
Q1 		$847K Sell
12,220
-6,373
-34% -$427K 0.19% 78
2020
Q4 		$1.28M Buy
18,593
+11,773
+173% +$786K 0.26% 65
2020
Q3 		$435K Sell
6,820
-759
-10% -$51.1K 0.13% 116
2020
Q2 		$502K Buy
7,579
+467
+7% +$29K 0.16% 88
2020
Q1 		$405K Buy
7,112
+1,177
+20% +$89.3K 0.17% 89
2019
Q4 		$465K Buy
5,935
+1,058
+22% +$88.6K 0.19% 76
2019
Q3 		$428K Sell
4,877
-3,181
-39% -$271K 0.19% 77
2019
Q2 		$641K Sell
8,058
-73
-0.9% -$5.78K 0.31% 47
2019
Q1 		$624K Buy
8,131
+2,013
+33% +$145K 0.34% 39
2018
Q4 		$392K Buy
+6,118
New +$398K 0.27% 60

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

Cooper Financial Group's WPC Position: Q2 2026 in Review

Cooper Financial Group increased its W.P. Carey (WPC) stake by 20% in Q2 2026, buying an estimated $169K and bringing the position to 14,127 shares worth $1.01M. The position accounts for 0.08% of the portfolio, ranked #171.

Cooper Financial Group first reported a position in WPC in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.28M in Q4 2020. 147 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Cooper Financial Group held 14,127 shares of W.P. Carey worth $1.01M as of Q2 2026.
  • Cooper Financial Group bought 2,306 W.P. Carey shares in Q2 2026, an estimated $169K.
  • W.P. Carey made up 0.08% of Cooper Financial Group's portfolio in Q2 2026, its #171 holding.
  • Cooper Financial Group first reported a position in W.P. Carey in Q4 2018 and has held it in 31 quarters since.
  • Cooper Financial Group's W.P. Carey position peaked at $1.28M in Q4 2020.
  • 147 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.