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HBW Advisory Services’s W.P. Carey WPC Stock Holding History

HBW Advisory Services’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 		$247K Sell
3,451
-196
-5% -$14.4K 0.02% 419
2026
Q1 		$248K Buy
+3,647
New +$256K 0.03% 390
2025
Q4 		– Sell
-3,588
Closed -$242K – 450
2025
Q3 		$242K Buy
+3,588
New +$235K 0.03% 365
2025
Q1 		– Sell
-589
Closed -$32.1K – 428
2024
Q4 		$32.1K Sell
589
-3,583
-86% -$204K ﹤0.01% 370
2024
Q3 		$260K Sell
4,172
-1,290
-24% -$76.5K 0.04% 303
2024
Q2 		$301K Sell
5,462
-27,921
-84% -$1.57M 0.05% 257
2024
Q1 		$2.16M Hold
33,383
– – 0.4% 75
2023
Q4 		$2.16M Sell
33,383
-1,018
-3% -$58.6K 0.4% 75
2023
Q3 		$1.82M Buy
34,401
+15,358
+81% +$984K 0.38% 81
2023
Q2 		$1.26M Buy
19,043
+1,131
+6% +$78.6K 0.27% 86
2023
Q1 		$1.36M Buy
17,912
+2,869
+19% +$229K 0.34% 82
2022
Q4 		$1.15M Sell
15,043
-510
-3% -$38.3K 0.3% 91
2022
Q3 		$1.06M Buy
15,553
+607
+4% +$49.7K 0.3% 94
2022
Q2 		$1.21M Buy
14,946
+8,954
+149% +$723K 0.31% 90
2022
Q1 		$474K Buy
5,992
+726
+14% +$55.7K 0.17% 140
2021
Q4 		$423K Sell
5,266
-881
-14% -$67.4K 0.1% 179
2021
Q3 		$439K Buy
6,147
+2,833
+85% +$216K 0.11% 170
2021
Q2 		$242K Buy
+3,314
New +$243K 0.06% 215

Other funds holding WPC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
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

HBW Advisory Services's WPC Position: Q2 2026 in Review

HBW Advisory Services reduced its W.P. Carey (WPC) stake by 5.4% in Q2 2026, selling an estimated $14.4K and leaving 3,451 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #419.

HBW Advisory Services first reported a position in WPC in Q2 2021 and has held it in 18 quarters since. The position peaked at $2.16M in Q1 2024. 158 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • HBW Advisory Services held 3,451 shares of W.P. Carey worth $247K as of Q2 2026.
  • HBW Advisory Services sold 196 W.P. Carey shares in Q2 2026, an estimated $14.4K.
  • W.P. Carey made up 0.02% of HBW Advisory Services's portfolio in Q2 2026, its #419 holding.
  • HBW Advisory Services first reported a position in W.P. Carey in Q2 2021 and has held it in 18 quarters since.
  • HBW Advisory Services's W.P. Carey position peaked at $2.16M in Q1 2024.
  • 158 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.