HighPoint Advisor Group’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
Q1 | $508K | Sell |
7,482
-42,756
| -85% | -$3M | 0.02% | 421 |
|
|
2025
Q4 | $3.23M | Buy |
50,238
+5,050
| +11% | +$336K | 0.07% | 233 |
|
|
2025
Q3 | $3.05M | Buy |
45,188
+5,210
| +13% | +$341K | 0.15% | 116 |
|
|
2025
Q2 | $2.49M | Sell |
39,978
-4,762
| -11% | -$293K | 0.13% | 132 |
|
|
2025
Q1 | $2.74M | Sell |
44,740
-3,330
| -7% | -$197K | 0.16% | 110 |
|
|
2024
Q4 | $2.7M | Buy |
48,070
+53
| +0.1% | +$3.02K | 0.15% | 118 |
|
|
2024
Q3 | $2.65M | Sell |
48,017
-243
| -0.5% | -$14.4K | 0.15% | 112 |
|
|
2024
Q2 | $2.93M | Sell |
48,260
-6,953
| -13% | -$392K | 0.18% | 104 |
|
|
2024
Q1 | $3.24M | Sell |
55,213
-1,425
| -3% | -$85.3K | 0.23% | 78 |
|
|
2023
Q4 | $3.15M | Buy |
+56,638
| New | +$3.26M | 0.23% | 78 |
|
|
2022
Q2 | $3.57M | Buy |
+44,704
| New | +$3.61M | 0.39% | 54 |
|
|
2021
Q3 | $2.91M | Sell |
40,675
-3,502
| -8% | -$267K | 0.29% | 72 |
|
|
2021
Q2 | $3.23M | Buy |
44,177
+1,489
| +3% | +$109K | 0.33% | 64 |
|
|
2021
Q1 | $2.95M | Sell |
42,688
-710
| -2% | -$47.6K | 0.34% | 63 |
|
|
2020
Q4 | $2.92M | Buy |
43,398
+5,258
| +14% | +$351K | 0.36% | 63 |
|
|
2020
Q3 | $2.46M | Sell |
38,140
-3,966
| -9% | -$267K | 0.45% | 53 |
|
|
2020
Q2 | $2.84M | Sell |
42,106
-5,270
| -11% | -$327K | 0.61% | 38 |
|
|
2020
Q1 | $2.72M | Sell |
47,376
-9,073
| -16% | -$688K | 0.65% | 33 |
|
|
2019
Q4 | $4.66M | Buy |
56,449
+3,027
| +6% | +$254K | 0.96% | 21 |
|
|
2019
Q3 | $4.42M | Buy |
53,422
+2,602
| +5% | +$222K | 0.98% | 22 |
|
|
2019
Q2 | $4.2M | Sell |
50,820
-15,906
| -24% | -$1.26M | 0.98% | 24 |
|
|
2019
Q1 | $5.08M | Sell |
66,726
-2,493
| -4% | -$180K | 1.24% | 19 |
|
|
2018
Q4 | $5.1M | Buy |
69,219
+65,506
| +1,764% | +$4.26M | 1.35% | 16 |
|
|
2018
Q3 | $235K | Sell |
3,713
-174
| -4% | -$11.2K | 0.06% | 273 |
|
|
2018
Q2 | $249K | Buy |
+3,887
| New | +$246K | 0.07% | 275 |
|
|
2017
Q3 | – | Sell |
-3,032
| Closed | -$203K | – | 296 |
|
|
2017
Q2 | $203K | Hold |
3,032
| – | – | 0.07% | 267 |
|
|
2017
Q1 | $203K | Buy |
+3,032
| New | +$184K | 0.07% | 267 |
|
|
2016
Q4 | – | Sell |
-3,637
| Closed | -$203K | – | 303 |
|
|
2016
Q3 | $203K | Buy |
3,637
+187
| +5% | +$12.5K | 0.07% | 257 |
|
|
2016
Q2 | $236K | Buy |
3,450
+144
| +4% | +$9.04K | 0.08% | 236 |
|
|
2016
Q1 | $197K | Buy |
+3,306
| New | +$188K | 0.12% | 177 |
|
Other funds holding WPC
VPM
VCM
HighPoint Advisor Group's WPC Position: Q1 2026 in Review
HighPoint Advisor Group reduced its W.P. Carey (WPC) stake by 85% in Q1 2026, selling an estimated $3M and leaving 7,482 shares worth $508K. The position accounts for 0.02% of the portfolio, ranked #421.
HighPoint Advisor Group first reported a position in WPC in Q1 2016 and has held it in 30 quarters since. The position peaked at $5.1M in Q4 2018. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.
- HighPoint Advisor Group held 7,482 shares of W.P. Carey worth $508K as of Q1 2026.
- HighPoint Advisor Group sold 42,756 W.P. Carey shares in Q1 2026, an estimated $3M.
- W.P. Carey made up 0.02% of HighPoint Advisor Group's portfolio in Q1 2026, its #421 holding.
- HighPoint Advisor Group first reported a position in W.P. Carey in Q1 2016 and has held it in 30 quarters since.
- HighPoint Advisor Group's W.P. Carey position peaked at $5.1M in Q4 2018.
- 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.
Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.