HWA
WPC icon

Heritage Wealth Advisors’s W.P. Carey WPC Stock Holding History

Heritage Wealth 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 		$28.7K Hold
402
– – ﹤0.01% 399
2026
Q1 		$27.3K Hold
402
– – ﹤0.01% 399
2025
Q4 		$25.9K Hold
402
– – ﹤0.01% 384
2025
Q3 		$27.2K Hold
402
– – ﹤0.01% 353
2025
Q2 		$25.1K Hold
402
– – ﹤0.01% 352
2025
Q1 		$25.4K Hold
402
– – ﹤0.01% 350
2024
Q4 		$21.9K Hold
402
– – ﹤0.01% 382
2024
Q3 		$25K Hold
402
– – ﹤0.01% 381
2024
Q2 		$22.1K Sell
402
-198
-33% -$11.2K ﹤0.01% 371
2024
Q1 		$33.9K Hold
600
– – ﹤0.01% 360
2023
Q4 		$38.9K Sell
600
-168
-22% -$9.68K ﹤0.01% 357
2023
Q3 		$40.7K Hold
768
– – ﹤0.01% 319
2023
Q2 		$50.8K Hold
768
– – ﹤0.01% 327
2023
Q1 		$58.2K Sell
768
-53
-6% -$4.22K ﹤0.01% 301
2022
Q4 		$62.8K Hold
821
– – ﹤0.01% 297
2022
Q3 		$56.1K Hold
821
– – ﹤0.01% 289
2022
Q2 		$67K Buy
821
+102
+14% +$8.23K ﹤0.01% 298
2022
Q1 		$57K Hold
719
– – ﹤0.01% 304
2021
Q4 		$58K Hold
719
– – ﹤0.01% 317
2021
Q3 		$51.4K Buy
719
+51
+8% +$3.88K ﹤0.01% 313
2021
Q2 		$48.8K Hold
668
– – ﹤0.01% 327
2021
Q1 		$46.3K Buy
668
+256
+62% +$17.2K ﹤0.01% 341
2020
Q4 		$29K Hold
412
– – ﹤0.01% 374
2020
Q3 		$26.3K Hold
412
– – ﹤0.01% 328
2020
Q2 		$27.3K Sell
412
-281
-41% -$17.5K ﹤0.01% 301
2020
Q1 		$39.4K Sell
693
-383
-36% -$29K 0.01% 263
2019
Q4 		$84.4K Buy
1,076
+310
+40% +$26K 0.01% 248
2019
Q3 		$67K Hold
766
– – 0.01% 246
2019
Q2 		$60.9K Buy
766
+735
+2,371% +$58.2K 0.01% 231
2019
Q1 		$2.35K Hold
31
– – ﹤0.01% 407
2018
Q4 		$1K Hold
31
– – ﹤0.01% 381
2018
Q3 		$1K Buy
+31
New +$2K ﹤0.01% 378

Other funds holding WPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Heritage Wealth Advisors's WPC Position: Q2 2026 in Review

Heritage Wealth Advisors held its W.P. Carey (WPC) position steady in Q2 2026 at 402 shares worth $28.7K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Heritage Wealth Advisors first reported a position in WPC in Q3 2018 and has held it in 32 quarters since. The position peaked at $84.4K in Q4 2019. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Heritage Wealth Advisors held 402 shares of W.P. Carey worth $28.7K as of Q2 2026.
  • Heritage Wealth Advisors left its W.P. Carey share count unchanged in Q2 2026.
  • W.P. Carey made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #399 holding.
  • Heritage Wealth Advisors first reported a position in W.P. Carey in Q3 2018 and has held it in 32 quarters since.
  • Heritage Wealth Advisors's W.P. Carey position peaked at $84.4K in Q4 2019.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.