High Note Wealth’s W.P. Carey WPC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.29K Buy
88
+2
+2% +$147 ﹤0.01% 523
2026
Q1
$5.84K Hold
86
﹤0.01% 488
2025
Q4
$5.54K Sell
86
-5
-5% -$333 ﹤0.01% 462
2025
Q3
$6.15K Buy
91
+1
+1% +$65 ﹤0.01% 389
2025
Q2
$5.61K Sell
90
-2
-2% -$123 ﹤0.01% 384
2025
Q1
$5.81K Buy
92
+54
+142% +$3.2K ﹤0.01% 368
2024
Q4
$2.07K Buy
+38
New +$2.17K ﹤0.01% 682

Other funds holding WPC

High Note Wealth's WPC Position: Q2 2026 in Review

High Note Wealth increased its W.P. Carey (WPC) stake by 2.3% in Q2 2026, buying an estimated $147 and bringing the position to 88 shares worth $6.29K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

High Note Wealth first reported a position in WPC in Q4 2024 and has held it in 7 quarters since. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • High Note Wealth held 88 shares of W.P. Carey worth $6.29K as of Q2 2026.
  • High Note Wealth bought 2 W.P. Carey shares in Q2 2026, an estimated $147.
  • W.P. Carey made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #523 holding.
  • High Note Wealth first reported a position in W.P. Carey in Q4 2024 and has held it in 7 quarters since.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.