Frank Rimerman Advisors’s W.P. Carey WPC Stock Holding History

Frank Rimerman 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	$1.45M	Buy	22,498 +47	+0.2%	+$3.34K	0.08%	185
2026 Q2	$1.61M	Buy	22,451 +65	+0.3%	+$4.76K	0.09%	169
2026 Q1	$1.52M	Buy	22,386 +10	+0%	+$701	0.1%	163
2025 Q4	$1.44M	Sell	22,376 -8	-0%	-$533	0.09%	176
2025 Q3	$1.51M	Sell	22,384 -47	-0.2%	-$3.08K	0.1%	154
2025 Q2	$1.4M	Buy	22,431 +3,122	+16%	+$192K	0.09%	164
2025 Q1	$1.22M	Buy	19,309 +11,905	+161%	+$705K	0.1%	175
2024 Q4	$403K	Buy	7,404 +137	+2%	+$7.8K	0.03%	351
2024 Q3	$453K	Sell	7,267 -9,614	-57%	-$570K	0.03%	347
2024 Q2	$929K	Buy	+16,881	New	+$951K	0.07%	233

Other funds holding WPC

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Frank Rimerman Advisors's WPC Position: Q3 2026 in Review

Frank Rimerman Advisors increased its W.P. Carey (WPC) stake by 0.21% in Q3 2026, buying an estimated $3.34K and bringing the position to 22,498 shares worth $1.45M. The position accounts for 0.08% of the portfolio, ranked #185.

Frank Rimerman Advisors first reported a position in WPC in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.61M in Q2 2026. 217 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

Frank Rimerman Advisors held 22,498 shares of W.P. Carey worth $1.45M as of Q3 2026.
Frank Rimerman Advisors bought 47 W.P. Carey shares in Q3 2026, an estimated $3.34K.
W.P. Carey made up 0.08% of Frank Rimerman Advisors's portfolio in Q3 2026, its #185 holding.
Frank Rimerman Advisors first reported a position in W.P. Carey in Q2 2024 and has held it in 10 quarters since.
Frank Rimerman Advisors's W.P. Carey position peaked at $1.61M in Q2 2026.
217 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.