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Cromwell Holdings’s W.P. Carey WPC Stock Holding History

Cromwell Holdings’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 		$3.69K Buy
51
+15
+42% +$1.1K ﹤0.01% 725
2026
Q1 		$2.48K Hold
36
– – ﹤0.01% 675
2025
Q4 		$2.35K Hold
36
– – ﹤0.01% 667
2025
Q3 		$2.47K Hold
36
– – ﹤0.01% 673
2025
Q2 		$2.27K Buy
36
+24
+200% +$1.48K ﹤0.01% 665
2025
Q1 		$768 Buy
+12
New +$710 ﹤0.01% 693

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

Cromwell Holdings's WPC Position: Q2 2026 in Review

Cromwell Holdings increased its W.P. Carey (WPC) stake by 42% in Q2 2026, buying an estimated $1.1K and bringing the position to 51 shares worth $3.69K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

Cromwell Holdings first reported a position in WPC in Q1 2025 and has held it in 6 quarters since. 114 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Cromwell Holdings held 51 shares of W.P. Carey worth $3.69K as of Q2 2026.
  • Cromwell Holdings bought 15 W.P. Carey shares in Q2 2026, an estimated $1.1K.
  • W.P. Carey made up ﹤0.01% of Cromwell Holdings's portfolio in Q2 2026, its #725 holding.
  • Cromwell Holdings first reported a position in W.P. Carey in Q1 2025 and has held it in 6 quarters since.
  • 114 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.