MPWT
WPC icon

MassMutual Private Wealth & Trust’s W.P. Carey WPC Stock Holding History

MassMutual Private Wealth & Trust’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 		$33.1K Sell
463
-58
-11% -$4.25K ﹤0.01% 935
2026
Q1 		$35.4K Sell
521
-76
-13% -$5.33K ﹤0.01% 879
2025
Q4 		$38.4K Sell
597
-11
-2% -$733 ﹤0.01% 875
2025
Q3 		$41.1K Sell
608
-24
-4% -$1.57K ﹤0.01% 863
2025
Q2 		$39.4K Sell
632
-19
-3% -$1.17K ﹤0.01% 860
2025
Q1 		$41.1K Sell
651
-98
-13% -$5.8K ﹤0.01% 790
2024
Q4 		$40.8K Buy
749
+98
+15% +$5.58K ﹤0.01% 802
2024
Q3 		$40.6K Buy
651
+172
+36% +$10.2K ﹤0.01% 714
2024
Q2 		$26.4K Buy
479
+231
+93% +$13K ﹤0.01% 790
2024
Q1 		$14K Sell
248
-34
-12% -$2.04K ﹤0.01% 935
2023
Q4 		$18.3K Buy
282
+137
+94% +$7.89K ﹤0.01% 842
2023
Q3 		$7.68K Buy
145
+44
+44% +$2.82K ﹤0.01% 1107
2023
Q2 		$6.69K Sell
101
-63
-38% -$4.38K ﹤0.01% 1105
2023
Q1 		$12.5K Buy
164
+129
+369% +$10.3K ﹤0.01% 870
2022
Q4 		$3K Sell
35
-93
-73% -$6.99K ﹤0.01% 1187
2022
Q3 		$9K Buy
+128
New +$10.5K ﹤0.01% 793
2022
Q1 		– Sell
-22
Closed -$2K – 1654
2021
Q4 		$2K Buy
+22
New +$1.68K ﹤0.01% 1136
2021
Q1 		– Sell
-31
Closed -$2K – 1190
2020
Q4 		$2K Buy
+31
New +$2.07K ﹤0.01% 809
2020
Q3 		– Sell
-17
Closed -$1K – 823
2020
Q2 		$1K Sell
17
-111
-87% -$6.89K ﹤0.01% 715
2020
Q1 		$7K Hold
128
– – ﹤0.01% 558
2019
Q4 		$10K Hold
128
– – ﹤0.01% 625
2019
Q3 		$11K Hold
128
– – ﹤0.01% 580
2019
Q2 		$10K Hold
128
– – ﹤0.01% 580
2019
Q1 		$9.79K Hold
128
– – ﹤0.01% 597
2018
Q4 		$8.17K Hold
128
– – ﹤0.01% 599
2018
Q3 		$8.04K Hold
128
– – ﹤0.01% 634
2018
Q2 		$8.29K Hold
128
– – ﹤0.01% 638
2018
Q1 		$7.75K Sell
128
-602
-82% -$37K ﹤0.01% 641
2017
Q4 		$49.3K Buy
+730
New +$50K ﹤0.01% 444
2015
Q1 		– Sell
-255
Closed -$17.5K – 776
2014
Q4 		$17.5K Buy
+255
New +$16.8K 0.01% 346

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

MassMutual Private Wealth & Trust's WPC Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its W.P. Carey (WPC) stake by 11% in Q2 2026, selling an estimated $4.25K and leaving 463 shares worth $33.1K. The position accounts for ﹤0.01% of the portfolio, ranked #935.

MassMutual Private Wealth & Trust first reported a position in WPC in Q4 2014 and has held it in 30 quarters since. The position peaked at $49.3K in Q4 2017. 138 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • MassMutual Private Wealth & Trust held 463 shares of W.P. Carey worth $33.1K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 58 W.P. Carey shares in Q2 2026, an estimated $4.25K.
  • W.P. Carey made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #935 holding.
  • MassMutual Private Wealth & Trust first reported a position in W.P. Carey in Q4 2014 and has held it in 30 quarters since.
  • MassMutual Private Wealth & Trust's W.P. Carey position peaked at $49.3K in Q4 2017.
  • 138 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.