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GoalVest Advisory’s W.P. Carey WPC Stock Holding History

GoalVest Advisory’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 		$15.9K Hold
222
– – ﹤0.01% 326
2026
Q1 		$15.1K Hold
222
– – ﹤0.01% 349
2025
Q4 		$14.3K Hold
222
– – ﹤0.01% 389
2025
Q3 		$15K Hold
222
– – ﹤0.01% 310
2025
Q2 		$13.8K Hold
222
– – ﹤0.01% 296
2025
Q1 		$14K Hold
222
– – ﹤0.01% 252
2024
Q4 		$12.1K Sell
222
-349
-61% -$19.9K ﹤0.01% 272
2024
Q3 		$35.6K Sell
571
-2,750
-83% -$163K 0.01% 217
2024
Q2 		$183K Buy
3,321
+100
+3% +$5.64K 0.06% 107
2024
Q1 		$182K Buy
3,221
+2,589
+410% +$155K 0.06% 110
2023
Q4 		$41K Sell
632
-12,152
-95% -$700K 0.02% 155
2023
Q3 		$677K Sell
12,784
-411
-3% -$26.3K 0.34% 54
2023
Q2 		$873K Sell
13,195
-2,599
-16% -$181K 0.45% 45
2023
Q1 		$1.2M Buy
15,794
+1,265
+9% +$101K 0.7% 34
2022
Q4 		$1.11M Buy
14,529
+1,527
+12% +$115K 0.72% 35
2022
Q3 		$889K Buy
13,002
+4,098
+46% +$335K 0.62% 44
2022
Q2 		$716K Buy
+8,904
New +$718K 0.45% 75

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
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
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
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

GoalVest Advisory's WPC Position: Q2 2026 in Review

GoalVest Advisory held its W.P. Carey (WPC) position steady in Q2 2026 at 222 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

GoalVest Advisory first reported a position in WPC in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.2M in Q1 2023. 114 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • GoalVest Advisory held 222 shares of W.P. Carey worth $15.9K as of Q2 2026.
  • GoalVest Advisory left its W.P. Carey share count unchanged in Q2 2026.
  • W.P. Carey made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #326 holding.
  • GoalVest Advisory first reported a position in W.P. Carey in Q2 2022 and has held it in 17 quarters since.
  • GoalVest Advisory's W.P. Carey position peaked at $1.2M in Q1 2023.
  • 114 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.