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GHP Investment Advisors’s W.P. Carey WPC Stock Holding History

GHP Investment 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
Q2 		$20.5K Hold
287
– – ﹤0.01% 707
2026
Q1 		$19.5K Buy
287
+2
+0.7% +$140 ﹤0.01% 706
2025
Q4 		$18.3K Hold
285
– – ﹤0.01% 658
2025
Q3 		$19.3K Hold
285
– – ﹤0.01% 637
2025
Q2 		$17.8K Hold
285
– – ﹤0.01% 644
2025
Q1 		$18K Hold
285
– – ﹤0.01% 619
2024
Q4 		$15.5K Hold
285
– – ﹤0.01% 635
2024
Q3 		$17.8K Hold
285
– – ﹤0.01% 638
2024
Q2 		$15.7K Hold
285
– – ﹤0.01% 623
2024
Q1 		$16.1K Hold
285
– – ﹤0.01% 610
2023
Q4 		$18.5K Sell
285
-6
-2% -$346 ﹤0.01% 586
2023
Q3 		$15.4K Hold
291
– – ﹤0.01% 640
2023
Q2 		$19.1K Buy
+291
New +$20.2K ﹤0.01% 595

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

GHP Investment Advisors's WPC Position: Q2 2026 in Review

GHP Investment Advisors held its W.P. Carey (WPC) position steady in Q2 2026 at 287 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #707.

GHP Investment Advisors first reported a position in WPC in Q2 2023 and has held it in 13 quarters since. 138 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • GHP Investment Advisors held 287 shares of W.P. Carey worth $20.5K as of Q2 2026.
  • GHP Investment Advisors left its W.P. Carey share count unchanged in Q2 2026.
  • W.P. Carey made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #707 holding.
  • GHP Investment Advisors first reported a position in W.P. Carey in Q2 2023 and has held it in 13 quarters since.
  • 138 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

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