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Gateway Investment Advisers’s W.P. Carey WPC Stock Holding History

Gateway Investment Advisers’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 		– Sell
-3,176
Closed -$216K – 817
2026
Q1 		$216K Sell
3,176
-14
-0.4% -$982 ﹤0.01% 669
2025
Q4 		$205K Buy
3,190
+50
+2% +$3.33K ﹤0.01% 576
2025
Q3 		$212K Sell
3,140
-48,095
-94% -$3.15M ﹤0.01% 512
2025
Q2 		$3.2M Buy
51,235
+11,290
+28% +$695K 0.03% 219
2025
Q1 		$2.52M Sell
39,945
-26,302
-40% -$1.56M 0.03% 240
2024
Q4 		$3.61M Sell
66,247
-15,411
-19% -$878K 0.04% 208
2024
Q3 		$5.09M Buy
81,658
+11,561
+16% +$685K 0.06% 202
2024
Q2 		$3.86M Buy
70,097
+65,453
+1,409% +$3.69M 0.04% 213
2024
Q1 		$262K Sell
4,644
-65
-1% -$3.89K ﹤0.01% 459
2023
Q4 		$305K Sell
4,709
-35,175
-88% -$2.03M ﹤0.01% 434
2023
Q3 		$2.11M Hold
39,884
– – 0.03% 265
2023
Q2 		$2.64M Sell
39,884
-68,068
-63% -$4.73M 0.03% 260
2023
Q1 		$8.19M Sell
107,952
-1,622
-1% -$129K 0.1% 169
2022
Q4 		$8.39M Buy
109,574
+117
+0.1% +$8.79K 0.1% 168
2022
Q3 		$7.48M Sell
109,457
-368
-0.3% -$30.1K 0.09% 174
2022
Q2 		$8.91M Buy
109,825
+1,085
+1% +$87.5K 0.1% 172
2022
Q1 		$8.61M Buy
108,740
+1,728
+2% +$133K 0.09% 188
2021
Q4 		$8.6M Buy
107,012
+44,767
+72% +$3.43M 0.08% 185
2021
Q3 		$4.45M Sell
62,245
-29,812
-32% -$2.27M 0.05% 242
2021
Q2 		$6.73M Sell
92,057
-225
-0.2% -$16.5K 0.07% 209
2021
Q1 		$6.4M Sell
92,282
-368
-0.4% -$24.7K 0.07% 211
2020
Q4 		$6.41M Buy
92,650
+212
+0.2% +$14.2K 0.07% 212
2020
Q3 		$5.9M Sell
92,438
-82,133
-47% -$5.53M 0.07% 206
2020
Q2 		$11.6M Sell
174,571
-3,533
-2% -$219K 0.14% 142
2020
Q1 		$10.1M Buy
178,104
+95,922
+117% +$7.28M 0.12% 145
2019
Q4 		$6.44M Buy
82,182
+4,467
+6% +$374K 0.06% 226
2019
Q3 		$6.81M Buy
77,715
+1,616
+2% +$138K 0.07% 227
2019
Q2 		$6.05M Buy
+76,099
New +$6.03M 0.05% 244

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

Gateway Investment Advisers's WPC Position: Q2 2026 in Review

Gateway Investment Advisers sold out of W.P. Carey (WPC) in Q2 2026, closing a stake of 3,176 shares — an estimated $216K sold.

Gateway Investment Advisers first reported a position in WPC in Q2 2019 and held it in 28 quarters. The position peaked at $11.6M in Q2 2020. 136 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Gateway Investment Advisers reported no remaining W.P. Carey position as of Q2 2026 after selling out during the quarter.
  • Gateway Investment Advisers sold 3,176 W.P. Carey shares in Q2 2026, an estimated $216K.
  • Gateway Investment Advisers first reported a position in W.P. Carey in Q2 2019 and held it in 28 quarters.
  • Gateway Investment Advisers's W.P. Carey position peaked at $11.6M in Q2 2020.
  • 136 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Gateway Investment Advisers's 13F filing for Q2 2026, filed 20 Jul 2026.