EWP
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Elevation Wealth Partners’s W.P. Carey WPC Stock Holding History

Elevation Wealth Partners’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 		$19.6K Buy
303
+134
+79% +$9.51K 0.01% 690
2026
Q2 		$12.1K Buy
+169
New +$12.4K ﹤0.01% 748
2026
Q1 		– Sell
-70
Closed -$4.51K – 1144
2025
Q4 		$4.51K Buy
+70
New +$4.66K ﹤0.01% 650

Other funds holding WPC

AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Elevation Wealth Partners's WPC Position: Q3 2026 in Review

Elevation Wealth Partners increased its W.P. Carey (WPC) stake by 79% in Q3 2026, buying an estimated $9.51K and bringing the position to 303 shares worth $19.6K. The position accounts for 0.01% of the portfolio, ranked #690.

Elevation Wealth Partners first reported a position in WPC in Q4 2025 and has held it in 3 quarters since. 35 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Elevation Wealth Partners held 303 shares of W.P. Carey worth $19.6K as of Q3 2026.
  • Elevation Wealth Partners bought 134 W.P. Carey shares in Q3 2026, an estimated $9.51K.
  • W.P. Carey made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #690 holding.
  • Elevation Wealth Partners first reported a position in W.P. Carey in Q4 2025 and has held it in 3 quarters since.
  • 35 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.