Ignite Planners
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Ignite Planners’s W.P. Carey WPC Stock Holding History

Ignite Planners’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
Q3 		$437K Sell
6,762
-173
-2% -$12.3K 0.06% 305
2026
Q2 		$496K Buy
6,935
+488
+8% +$35.8K 0.07% 261
2026
Q1 		$439K Sell
6,447
-183
-3% -$12.8K 0.07% 268
2025
Q4 		$462K Buy
6,630
+20
+0.3% +$1.33K 0.07% 258
2025
Q3 		$447K Buy
6,610
+15
+0.2% +$982 0.07% 236
2025
Q2 		$407K Buy
6,595
+30
+0.5% +$1.85K 0.07% 244
2025
Q1 		$406K Buy
6,565
+1,144
+21% +$67.7K 0.08% 230
2024
Q4 		$297K Sell
5,421
-312
-5% -$17.8K 0.07% 234
2024
Q3 		$357K Sell
5,733
-3
-0.1% -$178 0.08% 206
2024
Q2 		$316K Buy
5,736
+41
+0.7% +$2.31K 0.08% 207
2024
Q1 		$319K Sell
5,695
-35
-0.6% -$2.1K 0.09% 205
2023
Q4 		$377K Sell
5,730
-491
-8% -$28.3K 0.11% 179
2023
Q3 		$319K Buy
6,221
+141
+2% +$9.03K 0.1% 230
2023
Q2 		$403K Sell
6,080
-342
-5% -$23.8K 0.15% 142
2023
Q1 		$469K Buy
6,422
+240
+4% +$19.1K 0.19% 132
2022
Q4 		$519K Buy
6,182
+1,300
+27% +$97.6K 0.22% 120
2022
Q3 		$345K Buy
4,882
+183
+4% +$15K 0.28% 113
2022
Q2 		$374K Buy
4,699
+26
+0.6% +$2.1K 0.31% 103
2022
Q1 		$390K Buy
4,673
+212
+5% +$16.3K 0.26% 108
2021
Q4 		$344K Buy
+4,461
New +$341K 0.22% 121

Other funds holding WPC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Advocate Group
Advocate Group Minnetonka, Minnesota $646M AUM 16.81% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Ignite Planners's WPC Position: Q3 2026 in Review

Ignite Planners reduced its W.P. Carey (WPC) stake by 2.5% in Q3 2026, selling an estimated $12.3K and leaving 6,762 shares worth $437K. The position accounts for 0.06% of the portfolio, ranked #305.

Ignite Planners first reported a position in WPC in Q4 2021 and has held it in 20 quarters since. The position peaked at $519K in Q4 2022. 134 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Ignite Planners held 6,762 shares of W.P. Carey worth $437K as of Q3 2026.
  • Ignite Planners sold 173 W.P. Carey shares in Q3 2026, an estimated $12.3K.
  • W.P. Carey made up 0.06% of Ignite Planners's portfolio in Q3 2026, its #305 holding.
  • Ignite Planners first reported a position in W.P. Carey in Q4 2021 and has held it in 20 quarters since.
  • Ignite Planners's W.P. Carey position peaked at $519K in Q4 2022.
  • 134 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.