HighTower Advisors’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 | $3.4M | Sell |
47,524
-5,065
| -10% | -$371K | ﹤0.01% | 1456 |
|
|
2026
Q1 | $3.57M | Buy |
52,589
+3,049
| +6% | +$214K | ﹤0.01% | 1379 |
|
|
2025
Q4 | $3.19M | Buy |
49,540
+2,720
| +6% | +$181K | ﹤0.01% | 1418 |
|
|
2025
Q3 | $3.16M | Sell |
46,820
-9
| -0% | -$589 | ﹤0.01% | 1378 |
|
|
2025
Q2 | $2.92M | Sell |
46,829
-1,056
| -2% | -$65K | ﹤0.01% | 1364 |
|
|
2025
Q1 | $3.02M | Buy |
47,885
+3,504
| +8% | +$207K | ﹤0.01% | 1308 |
|
|
2024
Q4 | $2.42M | Buy |
44,381
+193
| +0.4% | +$11K | ﹤0.01% | 1407 |
|
|
2024
Q3 | $2.75M | Sell |
44,188
-1,858
| -4% | -$110K | ﹤0.01% | 1321 |
|
|
2024
Q2 | $2.53M | Sell |
46,046
-359
| -0.8% | -$20.2K | ﹤0.01% | 1320 |
|
|
2024
Q1 | $2.62M | Buy |
46,405
+2,568
| +6% | +$154K | ﹤0.01% | 1292 |
|
|
2023
Q4 | $2.84M | Sell |
43,837
-11,787
| -21% | -$679K | ﹤0.01% | 1244 |
|
|
2023
Q3 | $2.95M | Sell |
55,624
-12,432
| -18% | -$796K | 0.01% | 1166 |
|
|
2023
Q2 | $4.49M | Sell |
68,056
-220,207
| -76% | -$15.3M | 0.01% | 954 |
|
|
2023
Q1 | $21.9M | Sell |
288,263
-4,422
| -2% | -$352K | 0.05% | 375 |
|
|
2022
Q4 | $22.5M | Sell |
292,685
-2,814
| -1% | -$211K | 0.05% | 358 |
|
|
2022
Q3 | $20.1M | Buy |
295,499
+32,445
| +12% | +$2.66M | 0.05% | 331 |
|
|
2022
Q2 | $21.3M | Sell |
263,054
-6,966
| -3% | -$562K | 0.05% | 326 |
|
|
2022
Q1 | $21.3M | Buy |
270,020
+14,367
| +6% | +$1.1M | 0.05% | 357 |
|
|
2021
Q4 | $20.5M | Buy |
255,653
+7,683
| +3% | +$588K | 0.04% | 379 |
|
|
2021
Q3 | $17.7M | Buy |
247,970
+1,622
| +0.7% | +$123K | 0.05% | 371 |
|
|
2021
Q2 | $18M | Buy |
246,348
+37,606
| +18% | +$2.75M | 0.05% | 335 |
|
|
2021
Q1 | $14.5M | Buy |
+208,742
| New | +$14M | 0.05% | 368 |
|
|
2020
Q4 | – | Sell |
-181,124
| Closed | -$11.6M | – | 2936 |
|
|
2020
Q3 | $11.6M | Buy |
181,124
+2,120
| +1% | +$143K | 0.06% | 307 |
|
|
2020
Q2 | $11.9M | Sell |
179,004
-9,196
| -5% | -$571K | 0.06% | 281 |
|
|
2020
Q1 | $10.8M | Buy |
188,200
+1,519
| +0.8% | +$115K | 0.07% | 262 |
|
|
2019
Q4 | $14.6M | Buy |
186,681
+7,348
| +4% | +$616K | 0.09% | 250 |
|
|
2019
Q3 | $15.7M | Buy |
179,333
+26,601
| +17% | +$2.27M | 0.09% | 242 |
|
|
2019
Q2 | $12.1M | Buy |
152,732
+31,233
| +26% | +$2.47M | 0.07% | 291 |
|
|
2019
Q1 | $9.32M | Buy |
121,499
+18,817
| +18% | +$1.36M | 0.06% | 317 |
|
|
2018
Q4 | $6.58M | Buy |
102,682
+54,026
| +111% | +$3.52M | 0.05% | 373 |
|
|
2018
Q3 | $3.06M | Sell |
48,656
-1,096
| -2% | -$70.5K | 0.02% | 694 |
|
|
2018
Q2 | $3.23M | Sell |
49,752
-4,572
| -8% | -$290K | 0.03% | 654 |
|
|
2018
Q1 | $3.29M | Sell |
54,324
-2,413
| -4% | -$149K | 0.03% | 622 |
|
|
2017
Q4 | $3.83M | Buy |
56,737
+273
| +0.5% | +$18.7K | 0.03% | 582 |
|
|
2017
Q3 | $3.72M | Buy |
56,464
+2,413
| +4% | +$161K | 0.03% | 587 |
|
|
2017
Q2 | $3.5M | Buy |
54,051
+7,208
| +15% | +$456K | 0.03% | 594 |
|
|
2017
Q1 | $2.85M | Buy |
46,843
+2,949
| +7% | +$179K | 0.03% | 628 |
|
|
2016
Q4 | $2.55M | Buy |
43,894
+8,264
| +23% | +$483K | 0.03% | 615 |
|
|
2016
Q3 | $2.25M | Buy |
35,630
+3,825
| +12% | +$255K | 0.03% | 623 |
|
|
2016
Q2 | $2.16M | Sell |
31,805
-2,254
| -7% | -$142K | 0.03% | 603 |
|
|
2016
Q1 | $2.07M | Sell |
34,059
-4
| -0% | -$227 | 0.01% | 708 |
|
|
2015
Q4 | $1.98M | Buy |
34,063
+3,580
| +12% | +$215K | 0.02% | 650 |
|
|
2015
Q3 | $1.73M | Buy |
30,483
+9,120
| +43% | +$531K | 0.02% | 662 |
|
|
2015
Q2 | $1.23M | Buy |
21,363
+1,295
| +6% | +$81K | 0.02% | 679 |
|
|
2015
Q1 | $1.34M | Buy |
20,068
+286
| +1% | +$19.7K | 0.02% | 714 |
|
|
2014
Q4 | $1.36M | Buy |
19,782
+3,874
| +24% | +$256K | 0.02% | 704 |
|
|
2014
Q3 | $994K | Sell |
15,908
-134
| -0.8% | -$8.77K | 0.02% | 778 |
|
|
2014
Q2 | $1.01M | Sell |
16,042
-251
| -2% | -$15.3K | 0.02% | 808 |
|
|
2014
Q1 | $959K | Sell |
16,293
-7,744
| -32% | -$468K | 0.02% | 765 |
|
|
2013
Q4 | $1.44M | Buy |
24,037
+255
| +1% | +$16K | 0.03% | 578 |
|
|
2013
Q3 | $1.51M | Buy |
23,782
+1,576
| +7% | +$104K | 0.04% | 499 |
|
|
2013
Q2 | $1.44M | Buy |
+22,206
| New | +$1.51M | 0.04% | 485 |
|
Other funds holding WPC
EIC
HighTower Advisors's WPC Position: Q2 2026 in Review
HighTower Advisors reduced its W.P. Carey (WPC) stake by 9.6% in Q2 2026, selling an estimated $371K and leaving 47,524 shares worth $3.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1456.
HighTower Advisors first reported a position in WPC in Q2 2013 and has held it in 52 quarters since. The position peaked at $22.5M in Q4 2022. 494 funds tracked by Wall St. Rank hold WPC as of Q2 2026.
- HighTower Advisors held 47,524 shares of W.P. Carey worth $3.4M as of Q2 2026.
- HighTower Advisors sold 5,065 W.P. Carey shares in Q2 2026, an estimated $371K.
- W.P. Carey made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1456 holding.
- HighTower Advisors first reported a position in W.P. Carey in Q2 2013 and has held it in 52 quarters since.
- HighTower Advisors's W.P. Carey position peaked at $22.5M in Q4 2022.
- 494 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.
Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.