HM Payson & Co’s W.P. Carey WPC Stock Holding History

HM Payson & Co’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	$181K	Sell	2,530 -360	-12%	-$26.4K	﹤0.01%	466
2026 Q1	$196K	Hold	2,890	–	–	﹤0.01%	436
2025 Q4	$186K	Sell	2,890 -100	-3%	-$6.66K	﹤0.01%	446
2025 Q3	$202K	Hold	2,990	–	–	﹤0.01%	426
2025 Q2	$187K	Hold	2,990	–	–	﹤0.01%	433
2025 Q1	$189K	Hold	2,990	–	–	﹤0.01%	421
2024 Q4	$163K	Hold	2,990	–	–	﹤0.01%	455
2024 Q3	$186K	Hold	2,990	–	–	﹤0.01%	428
2024 Q2	$165K	Sell	2,990 -1,096	-27%	-$61.8K	﹤0.01%	431
2024 Q1	$231K	Hold	4,086	–	–	﹤0.01%	373
2023 Q4	$265K	Sell	4,086 -86	-2%	-$4.96K	0.01%	343
2023 Q3	$221K	Hold	4,172	–	–	0.01%	356
2023 Q2	$276K	Buy	4,172 +715	+21%	+$49.7K	0.01%	327
2023 Q1	$262K	Sell	3,457 -419	-11%	-$33.4K	0.01%	328
2022 Q4	$297K	Hold	3,876	–	–	0.01%	314
2022 Q3	$265K	Hold	3,876	–	–	0.01%	324
2022 Q2	$315K	Hold	3,876	–	–	0.01%	306
2022 Q1	$307K	Hold	3,876	–	–	0.01%	330
2021 Q4	$311K	Buy	3,876 +1,119	+41%	+$85.7K	0.01%	342
2021 Q3	$197K	Hold	2,757	–	–	﹤0.01%	390
2021 Q2	$201K	Hold	2,757	–	–	﹤0.01%	386
2021 Q1	$191K	Hold	2,757	–	–	0.01%	395
2020 Q4	$191K	Sell	2,757 -204	-7%	-$13.6K	0.01%	390
2020 Q3	$189K	Buy	2,961 +715	+32%	+$48.2K	0.01%	364
2020 Q2	$149K	Sell	2,246 -1,869	-45%	-$116K	0.01%	387
2020 Q1	$234K	Hold	4,115	–	–	0.01%	297
2019 Q4	$323K	Hold	4,115	–	–	0.01%	316
2019 Q3	$361K	Hold	4,115	–	–	0.01%	301
2019 Q2	$327K	Buy	+4,115	New	+$326K	0.01%	315
2018 Q4	–	Sell	-3,247	Closed	-$205K	–	333
2018 Q3	$205K	Sell	3,247 -163	-5%	-$10.5K	0.01%	312
2018 Q2	$222K	Hold	3,410	–	–	0.01%	316
2018 Q1	$207K	Buy	3,410 +6	+0.2%	+$369	0.01%	316
2017 Q4	$230K	Buy	3,404 +157	+5%	+$10.7K	0.01%	323
2017 Q3	$214K	Sell	3,247 -1,768	-35%	-$118K	0.01%	305
2017 Q2	$325K	Hold	5,015	–	–	0.01%	266
2017 Q1	$305K	Hold	5,015	–	–	0.01%	268
2016 Q4	$290K	Hold	5,015	–	–	0.01%	271
2016 Q3	$317K	Hold	5,015	–	–	0.02%	255
2016 Q2	$341K	Buy	5,015 +71	+1%	+$4.46K	0.02%	246
2016 Q1	$301K	Hold	4,944	–	–	0.02%	255
2015 Q4	$286K	Hold	4,944	–	–	0.01%	261
2015 Q3	$280K	Hold	4,944	–	–	0.02%	254
2015 Q2	$285K	Hold	4,944	–	–	0.01%	261
2015 Q1	$329K	Sell	4,944 -1,225	-20%	-$84.2K	0.02%	248
2014 Q4	$424K	Buy	6,169 +1,869	+43%	+$123K	0.02%	236
2014 Q3	$269K	Sell	4,300 -475	-10%	-$31.1K	0.01%	259
2014 Q2	$301K	Buy	4,775 +475	+11%	+$29K	0.02%	247
2014 Q1	$253K	Hold	4,300	–	–	0.01%	257
2013 Q4	$258K	Hold	4,300	–	–	0.01%	253
2013 Q3	$273K	Hold	4,300	–	–	0.02%	253
2013 Q2	$279K	Buy	+4,300	New	+$292K	0.02%	243

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

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 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

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 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

HM Payson & Co's WPC Position: Q2 2026 in Review

HM Payson & Co reduced its W.P. Carey (WPC) stake by 12% in Q2 2026, selling an estimated $26.4K and leaving 2,530 shares worth $181K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

HM Payson & Co first reported a position in WPC in Q2 2013 and has held it in 51 quarters since. The position peaked at $424K in Q4 2014. 138 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

HM Payson & Co held 2,530 shares of W.P. Carey worth $181K as of Q2 2026.
HM Payson & Co sold 360 W.P. Carey shares in Q2 2026, an estimated $26.4K.
W.P. Carey made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #466 holding.
HM Payson & Co first reported a position in W.P. Carey in Q2 2013 and has held it in 51 quarters since.
HM Payson & Co's W.P. Carey position peaked at $424K in Q4 2014.
138 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.