Diversify Advisory Services’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
Other funds holding WPC
Diversify Advisory Services's WPC Position: Q2 2026 in Review
Diversify Advisory Services increased its W.P. Carey (WPC) stake by 187% in Q2 2026, buying an estimated $1.03M and bringing the position to 21,678 shares worth $1.65M. The position accounts for 0.03% of the portfolio, ranked #475.
Diversify Advisory Services first reported a position in WPC in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.73M in Q2 2025. 897 funds tracked by Wall St. Rank hold WPC as of Q2 2026.
- Diversify Advisory Services held 21,678 shares of W.P. Carey worth $1.65M as of Q2 2026.
- Diversify Advisory Services bought 14,121 W.P. Carey shares in Q2 2026, an estimated $1.03M.
- W.P. Carey made up 0.03% of Diversify Advisory Services's portfolio in Q2 2026, its #475 holding.
- Diversify Advisory Services first reported a position in W.P. Carey in Q1 2024 and has held it in 8 quarters since.
- Diversify Advisory Services's W.P. Carey position peaked at $1.73M in Q2 2025.
- 897 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.
Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.