Mather Group’s W.P. Carey WPC Stock Holding History

Mather Group’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 Q3	$232K	Sell	3,584 -60	-2%	-$4.26K	﹤0.01%	752
2026 Q2	$261K	Sell	3,644 -192	-5%	-$14.1K	﹤0.01%	719
2026 Q1	$261K	Buy	+3,836	New	+$269K	﹤0.01%	662
2025 Q4	–	Sell	-34	Closed	-$2.29K	–	1651
2025 Q3	$2.29K	Buy	+34	New	+$2.23K	﹤0.01%	1519
2025 Q2	–	Sell	-34	Closed	-$2.14K	–	1725
2025 Q1	$2.14K	Sell	34 -25	-42%	-$1.48K	﹤0.01%	1560
2024 Q4	$3.21K	Buy	59 +22	+59%	+$1.25K	﹤0.01%	1454
2024 Q3	$2.3K	Sell	37 -93	-72%	-$5.51K	﹤0.01%	1457
2024 Q2	$7.34K	Buy	130 +99	+319%	+$5.58K	﹤0.01%	1531
2024 Q1	$2.01K	Buy	+31	New	+$1.86K	﹤0.01%	1540

Other funds holding WPC

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Advocate Group Minnetonka, Minnesota $646M AUM 16.81% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Mather Group's WPC Position: Q3 2026 in Review

Mather Group reduced its W.P. Carey (WPC) stake by 1.6% in Q3 2026, selling an estimated $4.26K and leaving 3,584 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Mather Group first reported a position in WPC in Q1 2024 and has held it in 9 quarters since. The position peaked at $261K in Q1 2026. 139 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

Mather Group held 3,584 shares of W.P. Carey worth $232K as of Q3 2026.
Mather Group sold 60 W.P. Carey shares in Q3 2026, an estimated $4.26K.
W.P. Carey made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #752 holding.
Mather Group first reported a position in W.P. Carey in Q1 2024 and has held it in 9 quarters since.
Mather Group's W.P. Carey position peaked at $261K in Q1 2026.
139 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.