Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s W.P. Carey WPC Stock Holding History

Dynamic Advisor Solutions’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
Q3 		$411K Buy
6,355
+190
+3% +$13.5K 0.01% 710
2026
Q2 		$441K Sell
6,165
-184
-3% -$13.5K 0.01% 717
2026
Q1 		$431K Buy
6,349
+68
+1% +$4.77K 0.01% 684
2025
Q4 		$404K Sell
6,281
-906
-13% -$60.3K 0.01% 680
2025
Q3 		$486K Buy
7,187
+1,874
+35% +$123K 0.01% 639
2025
Q2 		$331K Sell
5,313
-8,775
-62% -$540K 0.01% 715
2025
Q1 		$889K Buy
+14,088
New +$834K 0.03% 451
2024
Q4 		– Sell
-12,800
Closed -$797K – 929
2024
Q3 		$797K Sell
12,800
-750
-6% -$44.5K 0.02% 508
2024
Q2 		$746K Buy
13,550
+1,114
+9% +$62.8K 0.02% 526
2024
Q1 		$702K Sell
12,436
-6,400
-34% -$383K 0.02% 516
2023
Q4 		$1.22M Sell
18,836
-1,167
-6% -$67.2K 0.05% 370
2023
Q3 		$1.06M Buy
20,003
+739
+4% +$47.3K 0.05% 340
2023
Q2 		$1.27M Sell
19,264
-283
-1% -$19.7K 0.07% 289
2023
Q1 		$1.48M Buy
+19,547
New +$1.56M 0.09% 254
2020
Q3 		– Sell
-3,148
Closed -$209K – 652
2020
Q2 		$209K Buy
+3,148
New +$196K 0.03% 473
2020
Q1 		– Sell
-2,958
Closed -$232K – 603
2019
Q4 		$232K Hold
2,958
– – 0.03% 470
2019
Q3 		$259K Sell
2,958
-94
-3% -$8.01K 0.04% 405
2019
Q2 		$243K Hold
3,052
– – 0.04% 413
2019
Q1 		$234K Hold
3,052
– – 0.04% 346
2018
Q4 		$215K Buy
+3,052
New +$199K 0.05% 341

Other funds holding WPC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Advocate Group
Advocate Group Minnetonka, Minnesota $646M AUM 16.81% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Dynamic Advisor Solutions's WPC Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its W.P. Carey (WPC) stake by 3.1% in Q3 2026, buying an estimated $13.5K and bringing the position to 6,355 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #710.

Dynamic Advisor Solutions first reported a position in WPC in Q4 2018 and has held it in 20 quarters since. The position peaked at $1.48M in Q1 2023. 135 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Dynamic Advisor Solutions held 6,355 shares of W.P. Carey worth $411K as of Q3 2026.
  • Dynamic Advisor Solutions bought 190 W.P. Carey shares in Q3 2026, an estimated $13.5K.
  • W.P. Carey made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #710 holding.
  • Dynamic Advisor Solutions first reported a position in W.P. Carey in Q4 2018 and has held it in 20 quarters since.
  • Dynamic Advisor Solutions's W.P. Carey position peaked at $1.48M in Q1 2023.
  • 135 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.