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
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
VCA
Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Elevation Wealth Partners's WPC Position: Q2 2026 in Review

Elevation Wealth Partners opened a new position in W.P. Carey (WPC) in Q2 2026: 169 shares worth $12.1K. The stake represents ﹤0.01% of the portfolio and ranks #748 among its holdings. This is a return to the name: Elevation Wealth Partners previously reported a position in WPC as recently as Q4 2025.

Elevation Wealth Partners first reported a position in WPC in Q4 2025 and has held it in 2 quarters since. 321 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Elevation Wealth Partners held 169 shares of W.P. Carey worth $12.1K as of Q2 2026.
  • W.P. Carey was a new Elevation Wealth Partners position in Q2 2026.
  • W.P. Carey made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #748 holding.
  • Elevation Wealth Partners first reported a position in W.P. Carey in Q4 2025 and has held it in 2 quarters since.
  • 321 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.