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
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
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

GAMMA Investing's WPC Position: Q2 2026 in Review

GAMMA Investing increased its W.P. Carey (WPC) stake by 9.9% in Q2 2026, buying an estimated $33.5K and bringing the position to 5,059 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #833.

GAMMA Investing first reported a position in WPC in Q4 2023 and has held it in 11 quarters since. 158 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • GAMMA Investing held 5,059 shares of W.P. Carey worth $362K as of Q2 2026.
  • GAMMA Investing bought 457 W.P. Carey shares in Q2 2026, an estimated $33.5K.
  • W.P. Carey made up 0.01% of GAMMA Investing's portfolio in Q2 2026, its #833 holding.
  • GAMMA Investing first reported a position in W.P. Carey in Q4 2023 and has held it in 11 quarters since.
  • 158 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.