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Focus Financial Network’s W.P. Carey WPC Stock Holding History

Focus Financial Network’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 		$491K Buy
6,865
+121
+2% +$8.87K 0.02% 484
2026
Q1 		$458K Sell
6,744
-1,036
-13% -$72.7K 0.02% 480
2025
Q4 		$501K Buy
7,780
+1
+0% +$67 0.02% 450
2025
Q3 		$526K Sell
7,779
-155
-2% -$10.1K 0.02% 433
2025
Q2 		$495K Buy
7,934
+198
+3% +$12.2K 0.02% 437
2025
Q1 		$488K Sell
7,736
-259
-3% -$15.3K 0.02% 425
2024
Q4 		$436K Sell
7,995
-52
-0.6% -$2.96K 0.02% 450
2024
Q3 		$508K Buy
8,047
+1,231
+18% +$73K 0.02% 401
2024
Q2 		$409K Buy
6,816
+134
+2% +$7.55K 0.02% 450
2024
Q1 		$365K Buy
+6,682
New +$400K 0.02% 446
2023
Q4 		– Sell
-9,631
Closed -$520K – 757
2023
Q3 		$520K Sell
9,631
-2,209
-19% -$142K 0.03% 350
2023
Q2 		$796K Sell
11,840
-319
-3% -$22.2K 0.04% 274
2023
Q1 		$935K Buy
12,159
+524
+5% +$41.8K 0.06% 242
2022
Q4 		$903K Sell
11,635
-99
-0.8% -$7.44K 0.07% 198
2022
Q3 		$814K Buy
11,734
+205
+2% +$16.8K 0.07% 207
2022
Q2 		$948K Buy
11,529
+471
+4% +$38K 0.08% 195
2022
Q1 		$887K Buy
11,058
+8,219
+290% +$630K 0.06% 210
2021
Q4 		$231K Buy
+2,839
New +$217K 0.03% 325
2021
Q1 		– Sell
-11,848
Closed -$831K – 557
2020
Q4 		$831K Buy
11,848
+200
+2% +$13.4K 0.07% 205
2020
Q3 		$755K Sell
11,648
-143
-1% -$9.63K 0.07% 212
2020
Q2 		$793K Buy
11,791
+84
+0.7% +$5.22K 0.09% 184
2020
Q1 		$678K Sell
11,707
-483
-4% -$36.6K 0.09% 175
2019
Q4 		$968K Sell
12,190
-691
-5% -$57.9K 0.12% 158
2019
Q3 		$1.14M Sell
12,881
-110
-0.8% -$9.37K 0.16% 124
2019
Q2 		$1.05M Buy
12,991
+141
+1% +$11.2K 0.15% 124
2019
Q1 		$999K Buy
+12,850
New +$926K 0.16% 119

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

Focus Financial Network's WPC Position: Q2 2026 in Review

Focus Financial Network increased its W.P. Carey (WPC) stake by 1.8% in Q2 2026, buying an estimated $8.87K and bringing the position to 6,865 shares worth $491K. The position accounts for 0.02% of the portfolio, ranked #484.

Focus Financial Network first reported a position in WPC in Q1 2019 and has held it in 26 quarters since. The position peaked at $1.14M in Q3 2019. 141 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Focus Financial Network held 6,865 shares of W.P. Carey worth $491K as of Q2 2026.
  • Focus Financial Network bought 121 W.P. Carey shares in Q2 2026, an estimated $8.87K.
  • W.P. Carey made up 0.02% of Focus Financial Network's portfolio in Q2 2026, its #484 holding.
  • Focus Financial Network first reported a position in W.P. Carey in Q1 2019 and has held it in 26 quarters since.
  • Focus Financial Network's W.P. Carey position peaked at $1.14M in Q3 2019.
  • 141 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

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