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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
Q2 		$129K Buy
1,809
+32
+2% +$2.35K ﹤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% +$5.33K ﹤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

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
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
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
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

CoreCap Advisors's WPC Position: Q2 2026 in Review

CoreCap Advisors increased its W.P. Carey (WPC) stake by 1.8% in Q2 2026, buying an estimated $2.35K and bringing the position to 1,809 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #1012.

CoreCap Advisors first reported a position in WPC in Q4 2021 and has held it in 13 quarters since. The position peaked at $140K in Q3 2025. 114 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • CoreCap Advisors held 1,809 shares of W.P. Carey worth $129K as of Q2 2026.
  • CoreCap Advisors bought 32 W.P. Carey shares in Q2 2026, an estimated $2.35K.
  • W.P. Carey made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1012 holding.
  • CoreCap Advisors first reported a position in W.P. Carey in Q4 2021 and has held it in 13 quarters since.
  • CoreCap Advisors's W.P. Carey position peaked at $140K in Q3 2025.
  • 114 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.