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

IFP 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
2026
Q2 		$114K Sell
1,596
-145
-8% -$10.6K ﹤0.01% 1886
2026
Q1 		$118K Buy
1,741
+273
+19% +$19.1K ﹤0.01% 1734
2025
Q4 		$94.5K Buy
1,468
+4
+0.3% +$266 ﹤0.01% 1831
2025
Q3 		$98.9K Sell
1,464
-47
-3% -$3.08K ﹤0.01% 1686
2025
Q2 		$105K Buy
1,511
+1
+0.1% +$62 ﹤0.01% 1608
2025
Q1 		$95.3K Buy
1,510
+56
+4% +$3.31K ﹤0.01% 1555
2024
Q4 		$79.2K Buy
1,454
+95
+7% +$5.41K ﹤0.01% 1588
2024
Q3 		$84.7K Buy
1,359
+70
+5% +$4.15K ﹤0.01% 1479
2024
Q2 		$70.9K Sell
1,289
-138
-10% -$7.78K ﹤0.01% 1517
2024
Q1 		$80.6K Sell
1,427
-1,673
-54% -$100K ﹤0.01% 1379
2023
Q4 		$201K Buy
3,100
+221
+8% +$12.7K 0.01% 939
2023
Q3 		$153K Buy
2,879
+51
+2% +$3.27K 0.01% 1091
2023
Q2 		$187K Sell
2,828
-457
-14% -$31.8K 0.01% 1052
2023
Q1 		$185K Sell
3,285
-9,539
-74% -$760K 0.01% 975
2022
Q4 		$738K Sell
12,824
-1,503
-10% -$113K 0.02% 739
2022
Q3 		$822K Buy
14,327
+3,063
+27% +$251K 0.02% 713
2022
Q2 		$650K Hold
11,264
– – 0.02% 728
2022
Q1 		$650K Buy
11,264
+8,767
+351% +$673K 0.02% 728
2021
Q4 		$202K Buy
2,497
+6
+0.2% +$459 ﹤0.01% 945
2021
Q3 		$179K Hold
2,491
– – ﹤0.01% 1014
2021
Q2 		$181K Hold
2,491
– – ﹤0.01% 953
2021
Q1 		$172K Hold
2,491
– – ﹤0.01% 914
2020
Q4 		$172K Sell
2,491
-1,542
-38% -$103K 0.01% 870
2020
Q3 		$257K Sell
4,033
-1,070
-21% -$72.1K 0.02% 617
2020
Q2 		$333K Sell
5,103
-4,766
-48% -$296K 0.03% 515
2020
Q1 		$583K Sell
9,869
-5,785
-37% -$439K 0.06% 314
2019
Q4 		$1.22M Sell
15,654
-4,455
-22% -$373K 0.09% 242
2019
Q3 		$1.77M Buy
+20,109
New +$1.71M 0.12% 193
2019
Q1 		$853K Sell
11,081
-39,784
-78% -$2.87M 0.12% 186
2018
Q4 		$3.25M Buy
50,865
+1,142
+2% +$74.3K 0.2% 120
2018
Q3 		$3.13M Sell
49,723
-127
-0.3% -$8.17K 0.13% 185
2018
Q2 		$3.24M Buy
49,850
+653
+1% +$41.4K 0.14% 175
2018
Q1 		$3.32M Hold
49,197
– – 0.15% 157
2017
Q4 		$3.32M Buy
49,197
+3,110
+7% +$213K 0.15% 157
2017
Q3 		$3.04M Sell
46,087
-27
-0.1% -$1.8K 0.12% 188
2017
Q2 		$2.98M Buy
46,114
+5,455
+13% +$345K 0.13% 186
2017
Q1 		$2.48M Buy
40,659
+1,760
+5% +$107K 0.11% 209
2016
Q4 		$2.25M Buy
38,899
+1,572
+4% +$91.9K 0.11% 208
2016
Q3 		$2.36M Sell
37,327
-3,386
-8% -$226K 0.12% 183
2016
Q2 		$2.77M Buy
40,713
+29,632
+267% +$1.86M 0.15% 137
2016
Q1 		$853K Sell
11,081
-6,246
-36% -$355K 0.12% 186
2015
Q4 		$1M Buy
+17,327
New +$1.04M 0.07% 311

Other funds holding WPC

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TA
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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

IFP Advisors's WPC Position: Q2 2026 in Review

IFP Advisors reduced its W.P. Carey (WPC) stake by 8.3% in Q2 2026, selling an estimated $10.6K and leaving 1,596 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #1886.

IFP Advisors first reported a position in WPC in Q4 2015 and has held it in 42 quarters since. The position peaked at $3.32M in Q1 2018. 135 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • IFP Advisors held 1,596 shares of W.P. Carey worth $114K as of Q2 2026.
  • IFP Advisors sold 145 W.P. Carey shares in Q2 2026, an estimated $10.6K.
  • W.P. Carey made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1886 holding.
  • IFP Advisors first reported a position in W.P. Carey in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's W.P. Carey position peaked at $3.32M in Q1 2018.
  • 135 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.