Insigneo Advisory Services’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
$275K Buy
3,846
+32
+0.8% +$2.35K 0.01% 667
2026
Q1
$259K Buy
3,814
+27
+0.7% +$1.89K 0.02% 550
2025
Q4
$244K Sell
3,787
-9
-0.2% -$599 0.02% 583
2025
Q3
$256K Buy
3,796
+2
+0.1% +$131 0.02% 555
2025
Q2
$237K Sell
3,794
-59
-2% -$3.63K 0.02% 520
2025
Q1
$243K Buy
+3,853
New +$228K 0.03% 471

Other funds holding WPC

Insigneo Advisory Services's WPC Position: Q2 2026 in Review

Insigneo Advisory Services increased its W.P. Carey (WPC) stake by 0.84% in Q2 2026, buying an estimated $2.35K and bringing the position to 3,846 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #667.

Insigneo Advisory Services first reported a position in WPC in Q1 2025 and has held it in 6 quarters since. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Insigneo Advisory Services held 3,846 shares of W.P. Carey worth $275K as of Q2 2026.
  • Insigneo Advisory Services bought 32 W.P. Carey shares in Q2 2026, an estimated $2.35K.
  • W.P. Carey made up 0.01% of Insigneo Advisory Services's portfolio in Q2 2026, its #667 holding.
  • Insigneo Advisory Services first reported a position in W.P. Carey in Q1 2025 and has held it in 6 quarters since.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.