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Crossmark Global Holdings’s W.P. Carey WPC Stock Holding History

Crossmark Global 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 		$1.22M Buy
17,105
+640
+4% +$46.9K 0.02% 580
2026
Q1 		$1.12M Buy
16,465
+453
+3% +$31.8K 0.02% 581
2025
Q4 		$1.03M Buy
16,012
+831
+5% +$55.3K 0.01% 594
2025
Q3 		$1.03M Sell
15,181
-140
-0.9% -$9.16K 0.02% 618
2025
Q2 		$956K Buy
15,321
+265
+2% +$16.3K 0.02% 634
2025
Q1 		$950K Sell
15,056
-23
-0.2% -$1.36K 0.02% 623
2024
Q4 		$821K Sell
15,079
-2
-0% -$114 0.02% 640
2024
Q3 		$940K Buy
15,081
+928
+7% +$55K 0.02% 630
2024
Q2 		$779K Sell
14,153
-1,208
-8% -$68.1K 0.01% 667
2024
Q1 		$867K Buy
15,361
+256
+2% +$15.3K 0.02% 664
2023
Q4 		$979K Buy
+15,105
New +$870K 0.02% 607
2023
Q2 		– Sell
-2,846
Closed -$216K – 1341
2023
Q1 		$216K Buy
+2,846
New +$227K 0.01% 1195
2018
Q1 		– Sell
-3,565
Closed -$241K – 1632
2017
Q4 		$241K Buy
3,565
+241
+7% +$16.5K 0.01% 1496
2017
Q3 		$219K Buy
+3,324
New +$221K 0.01% 1511
2016
Q3 		$219K Buy
+3,324
New +$222K 0.01% 1511

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

Crossmark Global Holdings's WPC Position: Q2 2026 in Review

Crossmark Global Holdings increased its W.P. Carey (WPC) stake by 3.9% in Q2 2026, buying an estimated $46.9K and bringing the position to 17,105 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #580.

Crossmark Global Holdings first reported a position in WPC in Q3 2016 and has held it in 15 quarters since. 114 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Crossmark Global Holdings held 17,105 shares of W.P. Carey worth $1.22M as of Q2 2026.
  • Crossmark Global Holdings bought 640 W.P. Carey shares in Q2 2026, an estimated $46.9K.
  • W.P. Carey made up 0.02% of Crossmark Global Holdings's portfolio in Q2 2026, its #580 holding.
  • Crossmark Global Holdings first reported a position in W.P. Carey in Q3 2016 and has held it in 15 quarters since.
  • 114 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.