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 Q3	$29K	Buy	449 +227	+102%	+$16.1K	0.01%	284
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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

GoalVest Advisory's WPC Position: Q3 2026 in Review

GoalVest Advisory increased its W.P. Carey (WPC) stake by 102% in Q3 2026, buying an estimated $16.1K and bringing the position to 449 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #284.

GoalVest Advisory first reported a position in WPC in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.2M in Q1 2023. 297 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

GoalVest Advisory held 449 shares of W.P. Carey worth $29K as of Q3 2026.
GoalVest Advisory bought 227 W.P. Carey shares in Q3 2026, an estimated $16.1K.
W.P. Carey made up 0.01% of GoalVest Advisory's portfolio in Q3 2026, its #284 holding.
GoalVest Advisory first reported a position in W.P. Carey in Q2 2022 and has held it in 18 quarters since.
GoalVest Advisory's W.P. Carey position peaked at $1.2M in Q1 2023.
297 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.