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Harbor Investment Advisory’s W.P. Carey WPC Stock Holding History

Harbor Investment 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 		$1.22M Buy
17,072
+8
+0% +$586 0.09% 173
2026
Q1 		$1.16M Sell
17,064
-90
-0.5% -$6.31K 0.09% 173
2025
Q4 		$1.1M Buy
17,154
+7
+0% +$466 0.08% 184
2025
Q3 		$1.16M Buy
17,147
+5
+0% +$327 0.1% 161
2025
Q2 		$1.07M Sell
17,142
-141
-0.8% -$8.68K 0.1% 166
2025
Q1 		$1.09M Buy
17,283
+109
+0.6% +$6.45K 0.11% 147
2024
Q4 		$936K Buy
17,174
+12
+0.1% +$684 0.09% 159
2024
Q3 		$1.07M Buy
17,162
+3
+0% +$178 0.11% 149
2024
Q2 		$945K Buy
17,159
+7
+0% +$395 0.1% 155
2024
Q1 		$968K Buy
17,152
+28
+0.2% +$1.68K 0.1% 154
2023
Q4 		$1.11M Sell
17,124
-3,288
-16% -$189K 0.13% 127
2023
Q3 		$1.08M Buy
20,412
+3,403
+20% +$218K 0.14% 124
2023
Q2 		$1.13M Sell
17,009
-182
-1% -$12.7K 0.16% 124
2023
Q1 		$1.3M Buy
17,191
+107
+0.6% +$8.53K 0.19% 102
2022
Q4 		$1.31M Buy
17,084
+2,834
+20% +$213K 0.2% 99
2022
Q3 		$974K Buy
14,250
+1,435
+11% +$117K 0.16% 119
2022
Q2 		$1.04M Sell
12,815
-30
-0.2% -$2.42K 0.17% 116
2022
Q1 		$1.02M Sell
12,845
-383
-3% -$29.4K 0.13% 134
2021
Q4 		$1.06M Sell
13,228
-135
-1% -$10.3K 0.13% 132
2021
Q3 		$956K Buy
13,363
+56
+0.4% +$4.26K 0.13% 137
2021
Q2 		$973K Buy
13,307
+411
+3% +$30.1K 0.13% 133
2021
Q1 		$894K Buy
12,896
+3,064
+31% +$205K 0.13% 133
2020
Q4 		$680K Buy
9,832
+386
+4% +$25.8K 0.11% 153
2020
Q3 		$603K Sell
9,446
-87
-0.9% -$5.86K 0.12% 145
2020
Q2 		$632K Buy
9,533
+1
+0% +$62 0.13% 130
2020
Q1 		$542K Sell
9,532
-24
-0.3% -$1.82K 0.15% 125
2019
Q4 		$749K Buy
+9,556
New +$801K 0.17% 117

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

Harbor Investment Advisory's WPC Position: Q2 2026 in Review

Harbor Investment Advisory increased its W.P. Carey (WPC) stake by 0.05% in Q2 2026, buying an estimated $586 and bringing the position to 17,072 shares worth $1.22M. The position accounts for 0.09% of the portfolio, ranked #173.

Harbor Investment Advisory first reported a position in WPC in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.31M in Q4 2022. 138 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Harbor Investment Advisory held 17,072 shares of W.P. Carey worth $1.22M as of Q2 2026.
  • Harbor Investment Advisory bought 8 W.P. Carey shares in Q2 2026, an estimated $586.
  • W.P. Carey made up 0.09% of Harbor Investment Advisory's portfolio in Q2 2026, its #173 holding.
  • Harbor Investment Advisory first reported a position in W.P. Carey in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's W.P. Carey position peaked at $1.31M in Q4 2022.
  • 138 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.