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LRI Investments’s W.P. Carey WPC Stock Holding History

LRI Investments’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 		$940K Sell
13,143
-389
-3% -$28.5K 0.08% 133
2026
Q1 		$920K Sell
13,532
-600
-4% -$42.1K 0.08% 121
2025
Q4 		$910K Sell
14,132
-177
-1% -$11.8K 0.07% 120
2025
Q3 		$967K Sell
14,309
-609
-4% -$39.9K 0.08% 114
2025
Q2 		$931K Hold
14,918
– – 0.08% 113
2025
Q1 		$942K Buy
14,918
+7
+0% +$414 0.09% 110
2024
Q4 		$812K Sell
14,911
-4,603
-24% -$262K 0.08% 99
2024
Q3 		$1.07M Sell
19,514
-99
-0.5% -$5.87K 0.1% 83
2024
Q2 		$1.08M Buy
19,613
+697
+4% +$39.3K 0.12% 62
2024
Q1 		$1.07M Buy
+18,916
New +$1.13M 0.27% 42

Other funds holding WPC

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
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

LRI Investments's WPC Position: Q2 2026 in Review

LRI Investments reduced its W.P. Carey (WPC) stake by 2.9% in Q2 2026, selling an estimated $28.5K and leaving 13,143 shares worth $940K. The position accounts for 0.08% of the portfolio, ranked #133.

LRI Investments first reported a position in WPC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.08M in Q2 2024. 138 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • LRI Investments held 13,143 shares of W.P. Carey worth $940K as of Q2 2026.
  • LRI Investments sold 389 W.P. Carey shares in Q2 2026, an estimated $28.5K.
  • W.P. Carey made up 0.08% of LRI Investments's portfolio in Q2 2026, its #133 holding.
  • LRI Investments first reported a position in W.P. Carey in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's W.P. Carey position peaked at $1.08M in Q2 2024.
  • 138 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.