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LexAurum Advisors’s W.P. Carey WPC Stock Holding History

LexAurum Advisors’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 		$257K Hold
3,598
– – 0.03% 362
2026
Q1 		$245K Buy
+3,598
New +$252K 0.03% 357
2025
Q3 		$243K Hold
3,602
– – 0.03% 331
2025
Q2 		$225K Hold
3,602
– – 0.04% 324
2025
Q1 		$227K Buy
+3,602
New +$213K 0.04% 311
2024
Q4 		– Sell
-4,014
Closed -$250K – 352
2024
Q3 		$250K Sell
4,014
-450
-10% -$26.7K 0.06% 261
2024
Q2 		$246K Sell
4,464
-550
-11% -$31K 0.06% 250
2024
Q1 		$283K Sell
5,014
-310
-6% -$18.6K 0.07% 234
2023
Q4 		$345K Sell
5,324
-747
-12% -$43K 0.09% 199
2023
Q3 		$322K Sell
6,071
-421
-6% -$27K 0.09% 201
2023
Q2 		$430K Sell
6,492
-355
-5% -$24.7K 0.13% 148
2023
Q1 		$519K Sell
6,847
-3
-0% -$239 0.17% 125
2022
Q4 		$524K Buy
6,850
+1
+0% +$75 0.19% 115
2022
Q3 		$468K Buy
6,849
+75
+1% +$6.14K 0.18% 123
2022
Q2 		$550K Buy
6,774
+2
+0% +$161 0.21% 109
2022
Q1 		$536K Buy
6,772
+1
+0% +$77 0.17% 120
2021
Q4 		$544K Buy
6,771
+1,123
+20% +$86K 0.18% 123
2021
Q3 		$404K Hold
5,648
– – 0.12% 192
2021
Q2 		$413K Sell
5,648
-857
-13% -$62.7K 0.12% 185
2021
Q1 		$451K Sell
6,505
-740
-10% -$49.6K 0.15% 151
2020
Q4 		$501K Hold
7,245
– – 0.18% 131
2020
Q3 		$462K Sell
7,245
-941
-11% -$63.4K 0.19% 111
2020
Q2 		$542K Hold
8,186
– – 0.3% 75
2020
Q1 		$466K Sell
8,186
-102
-1% -$7.74K 0.32% 63
2019
Q4 		$650K Hold
8,288
– – 0.32% 76
2019
Q3 		$727K Buy
8,288
+1,959
+31% +$167K 0.43% 57
2019
Q2 		$503K Sell
6,329
-589
-9% -$46.7K 0.31% 79
2019
Q1 		$531K Buy
6,918
+316
+5% +$22.8K 0.35% 67
2018
Q4 		$422K Buy
6,602
+368
+6% +$23.9K 0.33% 73
2018
Q3 		$393K Buy
6,234
+1,092
+21% +$70.3K 0.28% 83
2018
Q2 		$334K Hold
5,142
– – 0.3% 89
2018
Q1 		$312K Buy
5,142
+341
+7% +$21K 0.26% 99
2017
Q4 		$305K Buy
+4,801
New +$329K 0.29% 97

Other funds holding WPC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

LexAurum Advisors's WPC Position: Q2 2026 in Review

LexAurum Advisors held its W.P. Carey (WPC) position steady in Q2 2026 at 3,598 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #362.

LexAurum Advisors first reported a position in WPC in Q4 2017 and has held it in 33 quarters since. The position peaked at $727K in Q3 2019. 158 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • LexAurum Advisors held 3,598 shares of W.P. Carey worth $257K as of Q2 2026.
  • LexAurum Advisors left its W.P. Carey share count unchanged in Q2 2026.
  • W.P. Carey made up 0.03% of LexAurum Advisors's portfolio in Q2 2026, its #362 holding.
  • LexAurum Advisors first reported a position in W.P. Carey in Q4 2017 and has held it in 33 quarters since.
  • LexAurum Advisors's W.P. Carey position peaked at $727K in Q3 2019.
  • 158 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.