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Farther Finance Advisors’s W.P. Carey WPC Stock Holding History

Farther Finance Advisors’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 		$1.08M Sell
16,683
-15,460
-48% -$1.1M 0.01% 1078
2026
Q2 		$2.3M Buy
32,143
+18,227
+131% +$1.34M 0.02% 676
2026
Q1 		$966K Sell
13,916
-600
-4% -$42.1K 0.01% 986
2025
Q4 		$934K Buy
14,516
+8,295
+133% +$552K 0.01% 919
2025
Q3 		$420K Buy
6,221
+104
+2% +$6.81K 0.01% 1166
2025
Q2 		$382K Buy
6,117
+653
+12% +$40.2K 0.01% 1051
2025
Q1 		$344K Buy
5,464
+2,859
+110% +$169K 0.01% 968
2024
Q4 		$142K Buy
2,605
+1,085
+71% +$61.8K 0.01% 1154
2024
Q3 		$94.7K Buy
1,520
+838
+123% +$49.7K ﹤0.01% 1327
2024
Q2 		$37.2K Sell
682
-195
-22% -$11K ﹤0.01% 1534
2024
Q1 		$49.2K Buy
877
+284
+48% +$17K ﹤0.01% 1198
2023
Q4 		$38.4K Sell
593
-82
-12% -$4.72K ﹤0.01% 1131
2023
Q3 		$35.8K Buy
675
+107
+19% +$6.85K 0.01% 899
2023
Q2 		$37.6K Sell
568
-12
-2% -$834 0.01% 760
2023
Q1 		$44K Sell
580
-65
-10% -$5.18K 0.01% 634
2022
Q4 		$49.4K Buy
+645
New +$48.4K 0.02% 488

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
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
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Farther Finance Advisors's WPC Position: Q3 2026 in Review

Farther Finance Advisors reduced its W.P. Carey (WPC) stake by 48% in Q3 2026, selling an estimated $1.1M and leaving 16,683 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #1078.

Farther Finance Advisors first reported a position in WPC in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.3M in Q2 2026. 35 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Farther Finance Advisors held 16,683 shares of W.P. Carey worth $1.08M as of Q3 2026.
  • Farther Finance Advisors sold 15,460 W.P. Carey shares in Q3 2026, an estimated $1.1M.
  • W.P. Carey made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1078 holding.
  • Farther Finance Advisors first reported a position in W.P. Carey in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's W.P. Carey position peaked at $2.3M in Q2 2026.
  • 35 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.