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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
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

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
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 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

Farther Finance Advisors's WPC Position: Q2 2026 in Review

Farther Finance Advisors increased its W.P. Carey (WPC) stake by 131% in Q2 2026, buying an estimated $1.34M and bringing the position to 32,143 shares worth $2.3M. The position accounts for 0.02% of the portfolio, ranked #676.

Farther Finance Advisors first reported a position in WPC in Q4 2022 and has held it in 15 quarters since. 141 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Farther Finance Advisors held 32,143 shares of W.P. Carey worth $2.3M as of Q2 2026.
  • Farther Finance Advisors bought 18,227 W.P. Carey shares in Q2 2026, an estimated $1.34M.
  • W.P. Carey made up 0.02% of Farther Finance Advisors's portfolio in Q2 2026, its #676 holding.
  • Farther Finance Advisors first reported a position in W.P. Carey in Q4 2022 and has held it in 15 quarters since.
  • 141 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.