D.B. Root & Company’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $251K | Buy |
3,514
+2
| +0.1% | +$147 | 0.05% | 181 |
|
|
2026
Q1 | $239K | Sell |
3,512
-79
| -2% | -$5.54K | 0.06% | 177 |
|
|
2025
Q4 | $231K | Sell |
3,591
-500
| -12% | -$33.3K | 0.06% | 176 |
|
|
2025
Q3 | $276K | Buy |
4,091
+2
| +0% | +$131 | 0.07% | 156 |
|
|
2025
Q2 | $255K | Buy |
4,089
+1
| +0% | +$62 | 0.08% | 161 |
|
|
2025
Q1 | $258K | Sell |
4,088
-78
| -2% | -$4.62K | 0.08% | 144 |
|
|
2024
Q4 | $227K | Buy |
4,166
+101
| +2% | +$5.75K | 0.07% | 167 |
|
|
2024
Q3 | $253K | Sell |
4,065
-3,566
| -47% | -$211K | 0.08% | 153 |
|
|
2024
Q2 | $420K | Sell |
7,631
-848
| -10% | -$47.8K | 0.14% | 121 |
|
|
2024
Q1 | $479K | Sell |
8,479
-5,566
| -40% | -$333K | 0.16% | 114 |
|
|
2023
Q4 | $910K | Sell |
14,045
-5,946
| -30% | -$343K | 0.33% | 83 |
|
|
2023
Q3 | $1.06M | Sell |
19,991
-776
| -4% | -$49.7K | 0.41% | 70 |
|
|
2023
Q2 | $1.37M | Sell |
20,767
-1,387
| -6% | -$96.4K | 0.52% | 41 |
|
|
2023
Q1 | $1.68M | Buy |
22,154
+28
| +0.1% | +$2.23K | 0.66% | 28 |
|
|
2022
Q4 | $1.69M | Buy |
22,126
+64
| +0.3% | +$4.81K | 0.72% | 30 |
|
|
2022
Q3 | $1.51M | Buy |
22,062
+15,889
| +257% | +$1.3M | 0.69% | 31 |
|
|
2022
Q2 | $501K | Sell |
6,173
-25
| -0.4% | -$2.02K | 0.21% | 107 |
|
|
2022
Q1 | $490K | Sell |
6,198
-216
| -3% | -$16.6K | 0.18% | 121 |
|
|
2021
Q4 | $515K | Buy |
6,414
+268
| +4% | +$20.5K | 0.19% | 127 |
|
|
2021
Q3 | $439K | Hold |
6,146
| – | – | 0.17% | 143 |
|
|
2021
Q2 | $449K | Sell |
6,146
-1,464
| -19% | -$107K | 0.17% | 150 |
|
|
2021
Q1 | $527K | Sell |
7,610
-869
| -10% | -$58.3K | 0.21% | 128 |
|
|
2020
Q4 | $586K | Sell |
8,479
-517
| -6% | -$34.5K | 0.23% | 110 |
|
|
2020
Q3 | $574K | Buy |
8,996
+62
| +0.7% | +$4.18K | 0.23% | 118 |
|
|
2020
Q2 | $591K | Sell |
8,934
-633
| -7% | -$39.3K | 0.26% | 106 |
|
|
2020
Q1 | $544K | Sell |
9,567
-2,685
| -22% | -$204K | 0.27% | 93 |
|
|
2019
Q4 | $960K | Sell |
12,252
-253
| -2% | -$21.2K | 0.42% | 67 |
|
|
2019
Q3 | $1.1M | Sell |
12,505
-986
| -7% | -$84K | 0.51% | 48 |
|
|
2019
Q2 | $1.07M | Sell |
13,491
-8,790
| -39% | -$696K | 0.48% | 55 |
|
|
2019
Q1 | $1.71M | Sell |
22,281
-652
| -3% | -$47K | 0.73% | 29 |
|
|
2018
Q4 | $1.47M | Buy |
+22,933
| New | +$1.49M | 0.73% | 28 |
|
Other funds holding WPC
D.B. Root & Company's WPC Position: Q2 2026 in Review
D.B. Root & Company increased its W.P. Carey (WPC) stake by 0.06% in Q2 2026, buying an estimated $147 and bringing the position to 3,514 shares worth $251K. The position accounts for 0.05% of the portfolio, ranked #181.
D.B. Root & Company first reported a position in WPC in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.71M in Q1 2019. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.
- D.B. Root & Company held 3,514 shares of W.P. Carey worth $251K as of Q2 2026.
- D.B. Root & Company bought 2 W.P. Carey shares in Q2 2026, an estimated $147.
- W.P. Carey made up 0.05% of D.B. Root & Company's portfolio in Q2 2026, its #181 holding.
- D.B. Root & Company first reported a position in W.P. Carey in Q4 2018 and has held it in 31 quarters since.
- D.B. Root & Company's W.P. Carey position peaked at $1.71M in Q1 2019.
- 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.
Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.