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 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

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

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

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

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Highline Wealth Partners's WPC Position: Q2 2026 in Review

Highline Wealth Partners held its W.P. Carey (WPC) position steady in Q2 2026 at 36 shares worth $2.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

Highline Wealth Partners first reported a position in WPC in Q1 2025 and has held it in 6 quarters since. 114 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Highline Wealth Partners held 36 shares of W.P. Carey worth $2.57K as of Q2 2026.
Highline Wealth Partners left its W.P. Carey share count unchanged in Q2 2026.
W.P. Carey made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #1127 holding.
Highline Wealth Partners first reported a position in W.P. Carey in Q1 2025 and has held it in 6 quarters since.
114 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.