HighTower Advisors’s W.P. Carey WPC Stock Holding History

HighTower Advisors’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
2023 Q2	–	Sell	-715	Closed	-$385	–	3730
2023 Q1	$385	Buy	715 +708	+10,114%	+$56.4K	﹤0.01%	3335
2022 Q4	$1.12K	Buy	7 +1	+17%	+$75	﹤0.01%	3281
2022 Q3	$2K	Buy	+6	New	+$491	﹤0.01%	3106
2020 Q3	–	Sell	-1,532	Closed	-$3K	–	2714
2020 Q2	$3K	Buy	+1,532	New	+$95.2K	﹤0.01%	2370

Other funds holding WPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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 #1457.

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. 902 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 #1457 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.
902 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.