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FLC Capital Advisors’s W.P. Carey WPC Stock Holding History

FLC Capital 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 		$546K Hold
7,635
– – 0.09% 129
2026
Q1 		$519K Buy
7,635
+273
+4% +$19.1K 0.09% 129
2025
Q4 		$474K Hold
7,362
– – 0.09% 122
2025
Q3 		$497K Sell
7,362
-500
-6% -$32.7K 0.1% 118
2025
Q2 		$490K Buy
7,862
+153
+2% +$9.42K 0.1% 118
2025
Q1 		$487K Buy
7,709
+486
+7% +$28.8K 0.11% 112
2024
Q4 		$394K Sell
7,223
-1,045
-13% -$59.5K 0.09% 121
2024
Q3 		$515K Sell
8,268
-393
-5% -$23.3K 0.12% 100
2024
Q2 		$477K Sell
8,661
-150
-2% -$8.45K 0.12% 97
2024
Q1 		$497K Sell
8,811
-1,739
-16% -$104K 0.13% 93
2023
Q4 		$684K Sell
10,550
-3,164
-23% -$182K 0.18% 79
2023
Q3 		$726K Hold
13,714
– – 0.22% 70
2023
Q2 		$907K Sell
13,714
-5,490
-29% -$382K 0.27% 59
2023
Q1 		$1.46M Sell
19,204
-1,408
-7% -$112K 0.45% 47
2022
Q4 		$1.58M Buy
20,612
+49
+0.2% +$3.68K 0.49% 46
2022
Q3 		$1.41M Hold
20,563
– – 0.49% 50
2022
Q2 		$1.67M Buy
20,563
+717
+4% +$57.9K 0.56% 47
2022
Q1 		$1.57M Buy
19,846
+3,659
+23% +$281K 0.44% 59
2021
Q4 		$1.3M Sell
16,187
-415
-2% -$31.8K 0.36% 69
2021
Q3 		$1.19M Sell
16,602
-133
-0.8% -$10.1K 0.35% 74
2021
Q2 		$1.22M Hold
16,735
– – 0.36% 69
2021
Q1 		$1.16M Buy
16,735
+493
+3% +$33K 0.36% 69
2020
Q4 		$1.12M Sell
16,242
-204
-1% -$13.6K 0.37% 64
2020
Q3 		$1.07M Sell
16,446
-624
-4% -$42K 0.39% 58
2020
Q2 		$1.13M Buy
17,070
+524
+3% +$32.5K 0.45% 52
2020
Q1 		$884K Buy
16,546
+3,366
+26% +$255K 0.41% 40
2019
Q4 		$1.03M Hold
13,180
– – 0.41% 37
2019
Q3 		$1.16M Sell
13,180
-2,812
-18% -$240K 0.49% 33
2019
Q2 		$1.31M Hold
15,992
– – 0.54% 30
2019
Q1 		$1.23M Buy
15,992
+1,238
+8% +$89.2K 0.56% 27
2018
Q4 		$944K Buy
+14,754
New +$960K 0.64% 27

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

FLC Capital Advisors's WPC Position: Q2 2026 in Review

FLC Capital Advisors held its W.P. Carey (WPC) position steady in Q2 2026 at 7,635 shares worth $546K. The position accounts for 0.09% of the portfolio, ranked #129.

FLC Capital Advisors first reported a position in WPC in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.67M in Q2 2022. 141 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • FLC Capital Advisors held 7,635 shares of W.P. Carey worth $546K as of Q2 2026.
  • FLC Capital Advisors left its W.P. Carey share count unchanged in Q2 2026.
  • W.P. Carey made up 0.09% of FLC Capital Advisors's portfolio in Q2 2026, its #129 holding.
  • FLC Capital Advisors first reported a position in W.P. Carey in Q4 2018 and has held it in 31 quarters since.
  • FLC Capital Advisors's W.P. Carey position peaked at $1.67M in Q2 2022.
  • 141 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on FLC Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.