IHT Wealth Management’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 | $1.09M | Sell |
15,221
-385
| -2% | -$28.2K | 0.02% | 569 |
|
|
2026
Q1 | $1.06M | Buy |
15,606
+5,602
| +56% | +$393K | 0.02% | 553 |
|
|
2025
Q4 | $644K | Buy |
10,004
+124
| +1% | +$8.26K | 0.02% | 680 |
|
|
2025
Q3 | $668K | Buy |
9,880
+841
| +9% | +$55K | 0.02% | 647 |
|
|
2025
Q2 | $564K | Sell |
9,039
-336
| -4% | -$20.7K | 0.02% | 658 |
|
|
2025
Q1 | $592K | Buy |
9,375
+1,738
| +23% | +$103K | 0.02% | 615 |
|
|
2024
Q4 | $416K | Sell |
7,637
-1,793
| -19% | -$102K | 0.01% | 739 |
|
|
2024
Q3 | $586K | Buy |
9,430
+1,723
| +22% | +$102K | 0.02% | 673 |
|
|
2024
Q2 | $424K | Sell |
7,707
-1,201
| -13% | -$67.7K | 0.02% | 683 |
|
|
2024
Q1 | $503K | Sell |
8,908
-1,463
| -14% | -$87.6K | 0.02% | 634 |
|
|
2023
Q4 | $672K | Sell |
10,371
-6,795
| -40% | -$391K | 0.03% | 506 |
|
|
2023
Q3 | $909K | Buy |
17,166
+1,439
| +9% | +$92.2K | 0.05% | 366 |
|
|
2023
Q2 | $1.04M | Sell |
15,727
-762
| -5% | -$53K | 0.05% | 333 |
|
|
2023
Q1 | $1.25M | Buy |
16,489
+225
| +1% | +$17.9K | 0.07% | 261 |
|
|
2022
Q4 | $1.24M | Buy |
16,264
+3,886
| +31% | +$292K | 0.08% | 255 |
|
|
2022
Q3 | $846K | Buy |
12,378
+4,231
| +52% | +$346K | 0.06% | 314 |
|
|
2022
Q2 | $661K | Buy |
8,147
+1,090
| +15% | +$88K | 0.06% | 315 |
|
|
2022
Q1 | $559K | Buy |
7,057
+568
| +9% | +$43.6K | 0.04% | 385 |
|
|
2021
Q4 | $521K | Sell |
6,489
-643
| -9% | -$49.2K | 0.04% | 425 |
|
|
2021
Q3 | $510K | Sell |
7,132
-1,300
| -15% | -$99K | 0.04% | 427 |
|
|
2021
Q2 | $616K | Sell |
8,432
-400
| -5% | -$29.3K | 0.04% | 457 |
|
|
2021
Q1 | $612K | Buy |
8,832
+1,270
| +17% | +$85.1K | 0.04% | 391 |
|
|
2020
Q4 | $523K | Buy |
7,562
+623
| +9% | +$41.6K | 0.04% | 393 |
|
|
2020
Q3 | $443K | Buy |
6,939
+293
| +4% | +$19.7K | 0.04% | 375 |
|
|
2020
Q2 | $440K | Sell |
6,646
-6,707
| -50% | -$417K | 0.06% | 312 |
|
|
2020
Q1 | $760K | Sell |
13,353
-15,048
| -53% | -$1.14M | 0.11% | 200 |
|
|
2019
Q4 | $2.23M | Sell |
28,401
-3,886
| -12% | -$326K | 0.26% | 87 |
|
|
2019
Q3 | $2.81M | Sell |
32,287
-138
| -0.4% | -$11.8K | 0.38% | 59 |
|
|
2019
Q2 | $2.6M | Sell |
32,425
-2,144
| -6% | -$170K | 0.38% | 59 |
|
|
2019
Q1 | $2.65M | Sell |
34,569
-617
| -2% | -$44.4K | 0.44% | 48 |
|
|
2018
Q4 | $2.25M | Buy |
+35,186
| New | +$2.29M | 0.43% | 55 |
|
|
2018
Q2 | – | Sell |
-1,248
| Closed | -$75K | – | 1379 |
|
|
2018
Q1 | $75K | Buy |
1,248
+116
| +10% | +$7.14K | 0.02% | 563 |
|
|
2017
Q4 | $75K | Buy |
1,132
+466
| +70% | +$31.9K | 0.02% | 573 |
|
|
2017
Q3 | $45K | Sell |
666
-605
| -48% | -$40.2K | 0.02% | 551 |
|
|
2017
Q2 | $1K | Buy |
1,271
+6
| +0.5% | +$379 | ﹤0.01% | 1380 |
|
|
2017
Q1 | $77K | Buy |
1,265
+618
| +96% | +$37.5K | 0.05% | 324 |
|
|
2016
Q4 | $38K | Buy |
+647
| New | +$37.8K | 0.03% | 446 |
|
Other funds holding WPC
IHT Wealth Management's WPC Position: Q2 2026 in Review
IHT Wealth Management reduced its W.P. Carey (WPC) stake by 2.5% in Q2 2026, selling an estimated $28.2K and leaving 15,221 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #569.
IHT Wealth Management first reported a position in WPC in Q4 2016 and has held it in 37 quarters since. The position peaked at $2.81M in Q3 2019. 903 funds tracked by Wall St. Rank hold WPC as of Q2 2026.
- IHT Wealth Management held 15,221 shares of W.P. Carey worth $1.09M as of Q2 2026.
- IHT Wealth Management sold 385 W.P. Carey shares in Q2 2026, an estimated $28.2K.
- W.P. Carey made up 0.02% of IHT Wealth Management's portfolio in Q2 2026, its #569 holding.
- IHT Wealth Management first reported a position in W.P. Carey in Q4 2016 and has held it in 37 quarters since.
- IHT Wealth Management's W.P. Carey position peaked at $2.81M in Q3 2019.
- 903 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.
Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.