Highline Wealth Partners
WPC icon

Highline Wealth Partners’s W.P. Carey WPC Stock Holding History

Highline Wealth Partners’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
Q3 		$16K Buy
247
+211
+586% +$15K ﹤0.01% 509
2026
Q2 		$2.57K Hold
36
– – ﹤0.01% 1127
2026
Q1 		$2.45K Hold
36
– – ﹤0.01% 1018
2025
Q4 		$2.32K Hold
36
– – ﹤0.01% 819
2025
Q3 		$2.43K Hold
36
– – ﹤0.01% 819
2025
Q2 		$2.25K Hold
36
– – ﹤0.01% 620
2025
Q1 		$2.27K Buy
+36
New +$2.13K ﹤0.01% 609

Other funds holding WPC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Prairiewood Capital
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Highline Wealth Partners's WPC Position: Q3 2026 in Review

Highline Wealth Partners increased its W.P. Carey (WPC) stake by 586% in Q3 2026, buying an estimated $15K and bringing the position to 247 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Highline Wealth Partners first reported a position in WPC in Q1 2025 and has held it in 7 quarters since. 165 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Highline Wealth Partners held 247 shares of W.P. Carey worth $16K as of Q3 2026.
  • Highline Wealth Partners bought 211 W.P. Carey shares in Q3 2026, an estimated $15K.
  • W.P. Carey made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #509 holding.
  • Highline Wealth Partners first reported a position in W.P. Carey in Q1 2025 and has held it in 7 quarters since.
  • 165 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.