GI
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GAMMA Investing’s W.P. Carey WPC Stock Holding History

GAMMA Investing’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 		$318K Sell
4,915
-144
-3% -$10.2K 0.01% 994
2026
Q2 		$362K Buy
5,059
+457
+10% +$33.5K 0.01% 833
2026
Q1 		$313K Buy
4,602
+735
+19% +$51.6K 0.01% 817
2025
Q4 		$249K Sell
3,867
-134
-3% -$8.92K 0.01% 889
2025
Q3 		$270K Buy
4,001
+714
+22% +$46.7K 0.01% 791
2025
Q2 		$205K Buy
3,287
+717
+28% +$44.1K 0.01% 904
2025
Q1 		$162K Buy
2,570
+681
+36% +$40.3K 0.01% 891
2024
Q4 		$103K Sell
1,889
-555
-23% -$31.6K 0.01% 1100
2024
Q3 		$152K Buy
2,444
+212
+9% +$12.6K 0.02% 751
2024
Q2 		$123K Buy
2,232
+950
+74% +$53.5K 0.02% 679
2024
Q1 		$72.4K Buy
1,282
+269
+27% +$16.1K 0.01% 806
2023
Q4 		$62.8K Buy
+1,013
New +$58.4K 0.02% 764

Other funds holding WPC

AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

GAMMA Investing's WPC Position: Q3 2026 in Review

GAMMA Investing reduced its W.P. Carey (WPC) stake by 2.8% in Q3 2026, selling an estimated $10.2K and leaving 4,915 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #994.

GAMMA Investing first reported a position in WPC in Q4 2023 and has held it in 12 quarters since. The position peaked at $362K in Q2 2026. 35 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • GAMMA Investing held 4,915 shares of W.P. Carey worth $318K as of Q3 2026.
  • GAMMA Investing sold 144 W.P. Carey shares in Q3 2026, an estimated $10.2K.
  • W.P. Carey made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #994 holding.
  • GAMMA Investing first reported a position in W.P. Carey in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's W.P. Carey position peaked at $362K in Q2 2026.
  • 35 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.