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Kraft Davis & Associates’s W.P. Carey WPC Stock Holding History

Kraft Davis & Associates’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
Q2 		– Sell
-2,977
Closed -$217K – 161
2026
Q1 		$217K Buy
+2,977
New +$209K 0.05% 140

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SFA
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DC
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AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
SSWM
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Kraft Davis & Associates's WPC Position: Q2 2026 in Review

Kraft Davis & Associates sold out of W.P. Carey (WPC) in Q2 2026, closing a stake of 2,977 shares — an estimated $217K sold.

Kraft Davis & Associates first reported a position in WPC in Q1 2026 and held it in 1 quarter. The position peaked at $217K in Q1 2026. 114 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Kraft Davis & Associates reported no remaining W.P. Carey position as of Q2 2026 after selling out during the quarter.
  • Kraft Davis & Associates sold 2,977 W.P. Carey shares in Q2 2026, an estimated $217K.
  • Kraft Davis & Associates first reported a position in W.P. Carey in Q1 2026 and held it in 1 quarter.
  • Kraft Davis & Associates's W.P. Carey position peaked at $217K in Q1 2026.
  • 114 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Kraft Davis & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.