Financial Management Professionals’s W.P. Carey WPC Stock Holding History

Financial Management Professionals’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	$50.4K	Hold	696	–	–	﹤0.01%	289
2026 Q1	$47.9K	Hold	696	–	–	0.01%	264
2025 Q4	$45.4K	Hold	696	–	–	﹤0.01%	261
2025 Q3	$47.7K	Hold	696	–	–	0.01%	259
2025 Q2	$44K	Hold	696	–	–	0.01%	270
2025 Q1	$43.9K	Hold	696	–	–	0.01%	280
2024 Q4	$37.9K	Sell	696 -510	-42%	-$29.1K	﹤0.01%	308
2024 Q3	$75K	Sell	1,206 -294	-20%	-$17.4K	0.01%	217
2024 Q2	$83K	Buy	1,500 +17	+1%	+$958	0.01%	210
2024 Q1	$84K	Sell	1,483 -9	-0.6%	-$539	0.01%	218
2023 Q4	$97K	Sell	1,492 -22	-1%	-$1.27K	0.02%	186
2023 Q3	$80K	Hold	1,514	–	–	0.01%	194
2023 Q2	$100K	Hold	1,514	–	–	0.02%	187
2023 Q1	$115K	Hold	1,514	–	–	0.02%	180
2022 Q4	$116K	Hold	1,514	–	–	0.02%	145
2022 Q3	$104K	Hold	1,514	–	–	0.02%	146
2022 Q2	$123K	Hold	1,514	–	–	0.03%	138
2022 Q1	$120K	Hold	1,514	–	–	0.03%	146
2021 Q4	$122K	Hold	1,514	–	–	0.03%	140
2021 Q3	$108K	Hold	1,514	–	–	0.02%	142
2021 Q2	$111K	Hold	1,514	–	–	0.03%	135
2021 Q1	$105K	Hold	1,514	–	–	0.03%	129
2020 Q4	$105K	Hold	1,514	–	–	0.03%	114
2020 Q3	$97K	Hold	1,514	–	–	0.03%	109
2020 Q2	$100K	Hold	1,514	–	–	0.03%	100
2020 Q1	$86K	Hold	1,514	–	–	0.04%	63
2019 Q4	$119K	Hold	1,514	–	–	0.04%	63
2019 Q3	$133K	Buy	+1,514	New	+$129K	0.05%	60
2019 Q2	–	Hold	0	–	–	–	61
2019 Q1	–	Hold	0	–	–	–	58
2018 Q4	–	Hold	0	–	–	–	55
2018 Q3	–	Hold	0	–	–	–	136
2018 Q2	–	Sell	-300	Closed	-$19K	–	136
2018 Q1	$18K	Hold	300	–	–	0.01%	139
2017 Q4	$20K	Hold	300	–	–	0.01%	114
2017 Q3	$19K	Hold	300	–	–	0.01%	111
2017 Q2	$19K	Hold	300	–	–	0.01%	126
2017 Q1	$18K	Hold	300	–	–	0.01%	129
2016 Q4	$17K	Hold	300	–	–	0.01%	131
2016 Q3	$18K	Hold	300	–	–	0.01%	142
2016 Q2	$20K	Hold	300	–	–	0.01%	138
2016 Q1	$18K	Hold	300	–	–	0.01%	113
2015 Q4	$17K	Hold	300	–	–	0.01%	118
2015 Q3	$17K	Hold	300	–	–	0.01%	130
2015 Q2	$17K	Hold	300	–	–	0.01%	137
2015 Q1	$20K	Hold	300	–	–	0.01%	131
2014 Q4	$21K	Hold	300	–	–	0.01%	144
2014 Q3	$18K	Hold	300	–	–	0.01%	139
2014 Q2	$18K	Hold	300	–	–	0.01%	139
2014 Q1	$18K	Buy	+300	New	+$18.1K	0.01%	136

Other funds holding WPC

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Financial Management Professionals's WPC Position: Q2 2026 in Review

Financial Management Professionals held its W.P. Carey (WPC) position steady in Q2 2026 at 696 shares worth $50.4K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

Financial Management Professionals first reported a position in WPC in Q1 2014 and has held it in 45 quarters since. The position peaked at $133K in Q3 2019. 114 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Financial Management Professionals held 696 shares of W.P. Carey worth $50.4K as of Q2 2026.
Financial Management Professionals left its W.P. Carey share count unchanged in Q2 2026.
W.P. Carey made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #289 holding.
Financial Management Professionals first reported a position in W.P. Carey in Q1 2014 and has held it in 45 quarters since.
Financial Management Professionals's W.P. Carey position peaked at $133K in Q3 2019.
114 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.