Intelligence Driven Advisers’s W.P. Carey WPC Stock Holding History

Intelligence Driven Advisers’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	$203K	Buy	3,144 +144	+5%	+$10.2K	0.04%	133
2026 Q2	$215K	Hold	3,000	–	–	0.03%	132
2026 Q1	$204K	Buy	+3,000	New	+$210K	0.04%	121
2025 Q4	–	Sell	-3,000	Closed	-$203K	–	145
2025 Q3	$203K	Buy	+3,000	New	+$196K	0.03%	120
2023 Q3	–	Sell	-3,063	Closed	-$204K	–	100
2023 Q2	$204K	Hold	3,063	–	–	0.04%	91
2023 Q1	$223K	Hold	3,063	–	–	0.04%	83
2022 Q4	$242K	Buy	+3,063	New	+$230K	0.04%	84

Other funds holding WPC

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

DFG

Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

ACL

Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Intelligence Driven Advisers's WPC Position: Q3 2026 in Review

Intelligence Driven Advisers increased its W.P. Carey (WPC) stake by 4.8% in Q3 2026, buying an estimated $10.2K and bringing the position to 3,144 shares worth $203K. The position accounts for 0.04% of the portfolio, ranked #133.

Intelligence Driven Advisers first reported a position in WPC in Q4 2022 and has held it in 7 quarters since. The position peaked at $242K in Q4 2022. 35 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

Intelligence Driven Advisers held 3,144 shares of W.P. Carey worth $203K as of Q3 2026.
Intelligence Driven Advisers bought 144 W.P. Carey shares in Q3 2026, an estimated $10.2K.
W.P. Carey made up 0.04% of Intelligence Driven Advisers's portfolio in Q3 2026, its #133 holding.
Intelligence Driven Advisers first reported a position in W.P. Carey in Q4 2022 and has held it in 7 quarters since.
Intelligence Driven Advisers's W.P. Carey position peaked at $242K in Q4 2022.
35 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.