Jeppson Wealth Management
WPC icon

Jeppson Wealth Management’s W.P. Carey WPC Stock Holding History

Jeppson Wealth Management’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 		$1.73M Buy
26,748
+5,571
+26% +$395K 0.49% 53
2026
Q2 		$1.51M Sell
21,177
-313
-1% -$22.9K 0.45% 58
2026
Q1 		$1.46M Sell
21,490
-166
-0.8% -$11.6K 0.46% 56
2025
Q4 		$1.39M Sell
21,656
-15
-0.1% -$999 0.44% 58
2025
Q3 		$1.46M Sell
21,671
-369
-2% -$24.2K 0.47% 57
2025
Q2 		$1.37M Buy
22,040
+327
+2% +$20.1K 0.48% 54
2025
Q1 		$1.37M Sell
21,713
-343
-2% -$20.3K 0.5% 53
2024
Q4 		$1.2M Sell
22,056
-29
-0.1% -$1.65K 0.44% 59
2024
Q3 		$1.38M Buy
22,085
+480
+2% +$28.5K 0.49% 54
2024
Q2 		$1.19M Buy
21,605
+3,269
+18% +$184K 0.45% 57
2024
Q1 		$1.03M Sell
18,336
-2,464
-12% -$147K 0.4% 67
2023
Q4 		$1.35M Sell
20,800
-709
-3% -$40.8K 0.56% 51
2023
Q3 		$1.14M Buy
21,509
+5,376
+33% +$344K 0.52% 50
2023
Q2 		$1.07M Buy
16,133
+2,919
+22% +$203K 0.46% 57
2023
Q1 		$1M Buy
13,214
+1,538
+13% +$123K 0.44% 63
2022
Q4 		$894K Buy
11,676
+439
+4% +$33K 0.38% 63
2022
Q3 		$768K Sell
11,237
-51
-0.5% -$4.17K 0.35% 67
2022
Q2 		$916K Buy
+11,288
New +$911K 0.39% 62

Other funds holding WPC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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
Prairiewood Capital
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

Jeppson Wealth Management's WPC Position: Q3 2026 in Review

Jeppson Wealth Management increased its W.P. Carey (WPC) stake by 26% in Q3 2026, buying an estimated $395K and bringing the position to 26,748 shares worth $1.73M. The position accounts for 0.49% of the portfolio, ranked #53.

Jeppson Wealth Management first reported a position in WPC in Q2 2022 and has held it in 18 quarters since. 190 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Jeppson Wealth Management held 26,748 shares of W.P. Carey worth $1.73M as of Q3 2026.
  • Jeppson Wealth Management bought 5,571 W.P. Carey shares in Q3 2026, an estimated $395K.
  • W.P. Carey made up 0.49% of Jeppson Wealth Management's portfolio in Q3 2026, its #53 holding.
  • Jeppson Wealth Management first reported a position in W.P. Carey in Q2 2022 and has held it in 18 quarters since.
  • 190 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.