Gradient Capital Advisors’s W.P. Carey WPC Stock Holding History

Gradient Capital 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	$1.99M	Sell	27,790 -135	-0.5%	-$9.89K	0.46%	53
2026 Q1	$1.9M	Sell	27,925 -72	-0.3%	-$5.05K	0.49%	50
2025 Q4	$1.8M	Sell	27,997 -203	-0.7%	-$13.5K	0.46%	49
2025 Q3	$1.91M	Sell	28,200 -352	-1%	-$23K	0.51%	48
2025 Q2	$1.78M	Sell	28,552 -709	-2%	-$43.7K	0.53%	47
2025 Q1	$1.85M	Sell	29,261 -551	-2%	-$32.6K	0.6%	41
2024 Q4	$1.62M	Sell	29,812 -1,630	-5%	-$92.9K	0.52%	46
2024 Q3	$1.96M	Sell	31,442 -1,214	-4%	-$72K	0.65%	37
2024 Q2	$1.8M	Sell	32,656 -238	-0.7%	-$13.4K	0.64%	38
2024 Q1	$1.86M	Sell	32,894 -1,286	-4%	-$77K	0.68%	36
2023 Q4	$2.22M	Sell	34,180 -515	-1%	-$29.7K	0.84%	31
2023 Q3	$1.84M	Sell	34,695 -1,342	-4%	-$86K	0.77%	32
2023 Q2	$2.38M	Sell	36,037 -497	-1%	-$34.6K	0.96%	27
2023 Q1	$2.77M	Buy	36,534 +1,536	+4%	+$122K	1.18%	26
2022 Q4	$2.68M	Buy	34,998 +296	+0.9%	+$22.2K	1.22%	24
2022 Q3	$2.37M	Buy	34,702 +2,439	+8%	+$200K	1.13%	24
2022 Q2	$2.62M	Buy	32,263 +1,144	+4%	+$92.3K	1.26%	22
2022 Q1	$2.46M	Buy	31,119 +351	+1%	+$26.9K	1.04%	25
2021 Q4	$2.47M	Buy	30,768 +392	+1%	+$30K	1.03%	26
2021 Q3	$2.17M	Buy	30,376 +582	+2%	+$44.3K	1%	26
2021 Q2	$2.18M	Buy	29,794 +2,404	+9%	+$176K	1.02%	26
2021 Q1	$1.9M	Buy	27,390 +6	+0%	+$402	1%	26
2020 Q4	$1.89M	Buy	27,384 +406	+2%	+$27.1K	1.08%	25
2020 Q3	$1.72M	Sell	26,978 -120	-0.4%	-$8.09K	1.08%	26
2020 Q2	$1.79M	Sell	27,098 -229	-0.8%	-$14.2K	1.21%	26
2020 Q1	$1.55M	Sell	27,327 -1,931	-7%	-$146K	1.26%	22
2019 Q4	$2.29M	Sell	29,258 -511	-2%	-$42.8K	1.6%	18
2019 Q3	$2.61M	Sell	29,769 -1,033	-3%	-$88K	1.95%	14
2019 Q2	$2.45M	Sell	30,802 -8,682	-22%	-$688K	1.88%	14
2019 Q1	$3.03M	Sell	39,484 -13,839	-26%	-$997K	2.42%	9
2018 Q4	$3.41M	Buy	53,323 +50,049	+1,529%	+$3.26M	2.95%	8
2018 Q3	$206K	Hold	3,274	–	–	0.17%	86
2018 Q2	$213K	Buy	+3,274	New	+$207K	0.2%	80

Other funds holding WPC

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

Gradient Capital Advisors's WPC Position: Q2 2026 in Review

Gradient Capital Advisors reduced its W.P. Carey (WPC) stake by 0.48% in Q2 2026, selling an estimated $9.89K and leaving 27,790 shares worth $1.99M. The position accounts for 0.46% of the portfolio, ranked #53.

Gradient Capital Advisors first reported a position in WPC in Q2 2018 and has held it in 33 quarters since. The position peaked at $3.41M in Q4 2018. 135 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Gradient Capital Advisors held 27,790 shares of W.P. Carey worth $1.99M as of Q2 2026.
Gradient Capital Advisors sold 135 W.P. Carey shares in Q2 2026, an estimated $9.89K.
W.P. Carey made up 0.46% of Gradient Capital Advisors's portfolio in Q2 2026, its #53 holding.
Gradient Capital Advisors first reported a position in W.P. Carey in Q2 2018 and has held it in 33 quarters since.
Gradient Capital Advisors's W.P. Carey position peaked at $3.41M in Q4 2018.
135 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.