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

LVW 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 		$216K Sell
3,018
-427
-12% -$31.3K 0.02% 431
2026
Q1 		$234K Buy
3,445
+20
+0.6% +$1.4K 0.02% 382
2025
Q4 		$220K Buy
3,425
+19
+0.6% +$1.26K 0.02% 318
2025
Q3 		$230K Hold
3,406
– – 0.02% 319
2025
Q2 		$212K Hold
3,406
– – 0.02% 311
2025
Q1 		$215K Buy
+3,406
New +$202K 0.03% 290
2024
Q4 		– Sell
-3,406
Closed -$212K – 333
2024
Q3 		$212K Buy
+3,406
New +$202K 0.03% 292
2024
Q2 		– Sell
-9,747
Closed -$550K – 315
2024
Q1 		$550K Buy
9,747
+5,842
+150% +$350K 0.09% 157
2023
Q4 		$253K Sell
3,905
-82
-2% -$4.72K 0.05% 227
2023
Q3 		$211K Hold
3,987
– – 0.04% 211
2023
Q2 		$264K Hold
3,987
– – 0.05% 177
2023
Q1 		$302K Hold
3,987
– – 0.06% 185
2022
Q4 		$305K Buy
+3,987
New +$299K 0.06% 187
2022
Q3 		– Sell
-3,987
Closed -$324K – 236
2022
Q2 		$324K Hold
3,987
– – 0.07% 180
2022
Q1 		$316K Hold
3,987
– – 0.05% 188
2021
Q4 		$320K Buy
3,987
+110
+3% +$8.42K 0.05% 188
2021
Q3 		$277K Hold
3,877
– – 0.05% 202
2021
Q2 		$283K Hold
3,877
– – 0.05% 191
2021
Q1 		$269K Hold
3,877
– – 0.05% 188
2020
Q4 		$268K Hold
3,877
– – 0.05% 179
2020
Q3 		$247K Sell
3,877
-879
-18% -$59.2K 0.05% 170
2020
Q2 		$315K Buy
4,756
+817
+21% +$50.7K 0.08% 143
2020
Q1 		$224K Hold
3,939
– – 0.06% 149
2019
Q4 		$309K Buy
3,939
+62
+2% +$5.2K 0.07% 140
2019
Q3 		$340K Hold
3,877
– – 0.08% 118
2019
Q2 		$308K Buy
+3,877
New +$307K 0.09% 119
2019
Q1 		– Hold
0
– – – 148
2018
Q4 		– Hold
0
– – – 140
2017
Q4 		– Hold
0
– – – 136
2016
Q2 		– Hold
0
– – – 125
2016
Q1 		– Hold
0
– – – 144
2015
Q1 		– Hold
0
– – – 145
2014
Q4 		– Hold
0
– – – 147

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

LVW Advisors's WPC Position: Q2 2026 in Review

LVW Advisors reduced its W.P. Carey (WPC) stake by 12% in Q2 2026, selling an estimated $31.3K and leaving 3,018 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #431.

LVW Advisors first reported a position in WPC in Q2 2019 and has held it in 26 quarters since. The position peaked at $550K in Q1 2024. 138 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • LVW Advisors held 3,018 shares of W.P. Carey worth $216K as of Q2 2026.
  • LVW Advisors sold 427 W.P. Carey shares in Q2 2026, an estimated $31.3K.
  • W.P. Carey made up 0.02% of LVW Advisors's portfolio in Q2 2026, its #431 holding.
  • LVW Advisors first reported a position in W.P. Carey in Q2 2019 and has held it in 26 quarters since.
  • LVW Advisors's W.P. Carey position peaked at $550K in Q1 2024.
  • 138 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

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