CoreCap Advisors
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CoreCap Advisors’s W.P. Carey WPC Stock Holding History

CoreCap Advisors’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 		$89.6K Sell
1,386
-423
-23% -$30K ﹤0.01% 1143
2026
Q2 		$129K Buy
1,809
+32
+2% +$2.34K ﹤0.01% 1012
2026
Q1 		$121K Sell
1,777
-282
-14% -$19.8K ﹤0.01% 968
2025
Q4 		$133K Sell
2,059
-11
-0.5% -$733 ﹤0.01% 933
2025
Q3 		$140K Buy
2,070
+245
+13% +$16K 0.01% 915
2025
Q2 		$114K Buy
1,825
+380
+26% +$23.4K ﹤0.01% 942
2025
Q1 		$91.2K Buy
1,445
+112
+8% +$6.63K ﹤0.01% 941
2024
Q4 		$72.6K Buy
1,333
+42
+3% +$2.39K ﹤0.01% 1031
2024
Q3 		$80.4K Buy
1,291
+90
+7% +$5.34K ﹤0.01% 1008
2024
Q2 		$66.1K Buy
1,201
+69
+6% +$3.89K 0.01% 596
2024
Q1 		$63.9K Buy
+1,132
New +$67.8K ﹤0.01% 1016
2022
Q4 		$87.6K Buy
+1,145
New +$86K 0.01% 782
2022
Q3 		– Sell
-1,130
Closed -$92K – 2113
2022
Q2 		$92K Buy
+1,130
New +$91.2K 0.01% 720
2022
Q1 		– Sell
-1,130
Closed -$91K – 2112
2021
Q4 		$91K Buy
+1,130
New +$86.5K 0.01% 786

Other funds holding WPC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
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

CoreCap Advisors's WPC Position: Q3 2026 in Review

CoreCap Advisors reduced its W.P. Carey (WPC) stake by 23% in Q3 2026, selling an estimated $30K and leaving 1,386 shares worth $89.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1143.

CoreCap Advisors first reported a position in WPC in Q4 2021 and has held it in 14 quarters since. The position peaked at $140K in Q3 2025. 192 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • CoreCap Advisors held 1,386 shares of W.P. Carey worth $89.6K as of Q3 2026.
  • CoreCap Advisors sold 423 W.P. Carey shares in Q3 2026, an estimated $30K.
  • W.P. Carey made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1143 holding.
  • CoreCap Advisors first reported a position in W.P. Carey in Q4 2021 and has held it in 14 quarters since.
  • CoreCap Advisors's W.P. Carey position peaked at $140K in Q3 2025.
  • 192 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.