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

HHM 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	$7.44K	Hold	104	–	–	﹤0.01%	672
2026 Q1	$7.07K	Hold	104	–	–	﹤0.01%	682
2025 Q4	$6.69K	Hold	104	–	–	﹤0.01%	665
2025 Q3	$7.03K	Hold	104	–	–	﹤0.01%	682
2025 Q2	$6.49K	Sell	104 -441	-81%	-$27.2K	﹤0.01%	661
2025 Q1	$34.4K	Hold	545	–	–	﹤0.01%	414
2024 Q4	$29.7K	Hold	545	–	–	﹤0.01%	437
2024 Q3	$34K	Hold	545	–	–	﹤0.01%	389
2024 Q2	$30K	Sell	545 -127	-19%	-$7.16K	﹤0.01%	400
2024 Q1	$37.9K	Sell	672 -8	-1%	-$479	0.01%	335
2023 Q4	$44.1K	Sell	680 -14	-2%	-$807	0.01%	309
2023 Q3	$36.8K	Hold	694	–	–	0.01%	316
2023 Q2	$45.9K	Hold	694	–	–	0.01%	296
2023 Q1	$52.7K	Buy	694 +39	+6%	+$3.11K	0.01%	269
2022 Q4	$50.2K	Hold	655	–	–	0.01%	244
2022 Q3	$45K	Buy	655 +99	+18%	+$8.1K	0.01%	249
2022 Q2	$45K	Hold	556	–	–	0.01%	293
2022 Q1	$44K	Hold	556	–	–	0.01%	331
2021 Q4	$45K	Hold	556	–	–	0.01%	320
2021 Q3	$40K	Hold	556	–	–	0.01%	329
2021 Q2	$41K	Hold	556	–	–	0.01%	326
2021 Q1	$39K	Hold	556	–	–	0.01%	313
2020 Q4	$38K	Hold	556	–	–	0.01%	290
2020 Q3	$36K	Hold	556	–	–	0.01%	259
2020 Q2	$37K	Hold	556	–	–	0.02%	253
2020 Q1	$32K	Buy	+556	New	+$42.2K	0.02%	251

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

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

HHM Wealth Advisors held its W.P. Carey (WPC) position steady in Q2 2026 at 104 shares worth $7.44K. The position accounts for ﹤0.01% of the portfolio, ranked #672.

HHM Wealth Advisors first reported a position in WPC in Q1 2020 and has held it in 26 quarters since. The position peaked at $52.7K in Q1 2023. 138 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

HHM Wealth Advisors held 104 shares of W.P. Carey worth $7.44K as of Q2 2026.
HHM Wealth Advisors left its W.P. Carey share count unchanged in Q2 2026.
W.P. Carey made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #672 holding.
HHM Wealth Advisors first reported a position in W.P. Carey in Q1 2020 and has held it in 26 quarters since.
HHM Wealth Advisors's W.P. Carey position peaked at $52.7K in Q1 2023.
138 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.