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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
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

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
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 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

Dynamic Advisor Solutions's WPC Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its W.P. Carey (WPC) stake by 2.9% in Q2 2026, selling an estimated $13.5K and leaving 6,165 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #717.

Dynamic Advisor Solutions first reported a position in WPC in Q4 2018 and has held it in 19 quarters since. The position peaked at $1.48M in Q1 2023. 125 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Dynamic Advisor Solutions held 6,165 shares of W.P. Carey worth $441K as of Q2 2026.
  • Dynamic Advisor Solutions sold 184 W.P. Carey shares in Q2 2026, an estimated $13.5K.
  • W.P. Carey made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #717 holding.
  • Dynamic Advisor Solutions first reported a position in W.P. Carey in Q4 2018 and has held it in 19 quarters since.
  • Dynamic Advisor Solutions's W.P. Carey position peaked at $1.48M in Q1 2023.
  • 125 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.