Matthew Hamilton Rosenberg’s W.P. Carey WPC Stock Holding History

Matthew Hamilton Rosenberg’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	$17.9K	Hold	250	–	–	﹤0.01%	560
2026 Q1	$17K	Hold	250	–	–	﹤0.01%	559
2025 Q4	$16.1K	Hold	250	–	–	﹤0.01%	569
2025 Q3	$16.9K	Buy	250 +142	+131%	+$9.29K	﹤0.01%	571
2025 Q2	$6.74K	Hold	108	–	–	﹤0.01%	700
2025 Q1	$6.82K	Hold	108	–	–	﹤0.01%	681
2024 Q4	$5.88K	Buy	+108	New	+$6.15K	﹤0.01%	678
2024 Q3	–	Sell	-129	Closed	-$7.05K	–	850
2024 Q2	$7.05K	Hold	129	–	–	﹤0.01%	627
2024 Q1	$7.23K	Hold	129	–	–	﹤0.01%	653
2023 Q4	$8.36K	Sell	129 -3	-2%	-$173	﹤0.01%	637
2023 Q3	$6.98K	Hold	132	–	–	﹤0.01%	661
2023 Q2	$8.71K	Hold	132	–	–	﹤0.01%	642
2023 Q1	$9.99K	Hold	132	–	–	﹤0.01%	661
2022 Q4	$10.1K	Hold	132	–	–	﹤0.01%	650
2022 Q3	$9K	Hold	132	–	–	﹤0.01%	658
2022 Q2	$11K	Buy	+132	New	+$10.7K	﹤0.01%	639

Other funds holding WPC

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Matthew Hamilton Rosenberg's WPC Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its W.P. Carey (WPC) position steady in Q2 2026 at 250 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Matthew Hamilton Rosenberg first reported a position in WPC in Q2 2022 and has held it in 16 quarters since. 158 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Matthew Hamilton Rosenberg held 250 shares of W.P. Carey worth $17.9K as of Q2 2026.
Matthew Hamilton Rosenberg left its W.P. Carey share count unchanged in Q2 2026.
W.P. Carey made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #560 holding.
Matthew Hamilton Rosenberg first reported a position in W.P. Carey in Q2 2022 and has held it in 16 quarters since.
158 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.