Empirical Wealth Management’s W.P. Carey WPC Stock Holding History

Empirical Wealth Management’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	$1M	Buy	15,531 +12,098	+352%	+$858K	0.01%	494
2026 Q2	$245K	Buy	+3,433	New	+$252K	﹤0.01%	945
2023 Q2	–	Sell	-9,374	Closed	-$711K	–	516
2023 Q1	$711K	Buy	9,374 +564	+6%	+$44.9K	0.03%	272
2022 Q4	$674K	Buy	8,810 +451	+5%	+$33.9K	0.03%	264
2022 Q3	$571K	Buy	8,359 +382	+5%	+$31.3K	0.03%	276
2022 Q2	$647K	Sell	7,977 -99	-1%	-$7.99K	0.03%	260
2022 Q1	$639K	Sell	8,076 -831	-9%	-$63.7K	0.03%	285
2021 Q4	$716K	Buy	+8,907	New	+$682K	0.04%	275

Other funds holding WPC

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Empirical Wealth Management's WPC Position: Q3 2026 in Review

Empirical Wealth Management increased its W.P. Carey (WPC) stake by 352% in Q3 2026, buying an estimated $858K and bringing the position to 15,531 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #494.

Empirical Wealth Management first reported a position in WPC in Q4 2021 and has held it in 8 quarters since. 349 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

Empirical Wealth Management held 15,531 shares of W.P. Carey worth $1M as of Q3 2026.
Empirical Wealth Management bought 12,098 W.P. Carey shares in Q3 2026, an estimated $858K.
W.P. Carey made up 0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #494 holding.
Empirical Wealth Management first reported a position in W.P. Carey in Q4 2021 and has held it in 8 quarters since.
349 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.