MA
WPC icon

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

MKT 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 		$320K Sell
4,494
-1,771
-28% -$130K 0.1% 118
2026
Q1 		$444K Sell
6,265
-400
-6% -$28.1K 0.15% 89
2025
Q4 		$427K Sell
6,665
-79
-1% -$5.26K 0.15% 91
2025
Q3 		$462K Hold
6,744
– – 0.17% 83
2025
Q2 		$425K Sell
6,744
-400
-6% -$24.6K 0.17% 87
2025
Q1 		$407K Hold
7,144
– – 0.19% 76
2024
Q4 		$399K Sell
7,144
-1,377
-16% -$78.5K 0.17% 88
2024
Q3 		$520K Sell
8,521
-587
-6% -$34.8K 0.24% 71
2024
Q2 		$500K Sell
9,108
-609
-6% -$34.3K 0.25% 70
2024
Q1 		$541K Buy
9,717
+34
+0.4% +$2.04K 0.3% 66
2023
Q4 		$628K Sell
9,683
-1,657
-15% -$95.5K 0.41% 48
2023
Q3 		$594K Sell
11,340
-32
-0.3% -$2.05K 0.45% 47
2023
Q2 		$759K Sell
11,372
-1,013
-8% -$70.4K 0.54% 35
2023
Q1 		$903K Buy
12,385
+15
+0.1% +$1.2K 0.67% 28
2022
Q4 		$1M Buy
12,370
+16
+0.1% +$1.2K 0.76% 22
2022
Q3 		$845K Sell
12,354
-13
-0.1% -$1.06K 0.73% 28
2022
Q2 		$997K Hold
12,367
– – 0.78% 21
2022
Q1 		$928K Buy
12,367
+39
+0.3% +$2.99K 0.7% 29
2021
Q4 		$913K Buy
+12,328
New +$944K 0.72% 27

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
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
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
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

MKT Advisors's WPC Position: Q2 2026 in Review

MKT Advisors reduced its W.P. Carey (WPC) stake by 28% in Q2 2026, selling an estimated $130K and leaving 4,494 shares worth $320K. The position accounts for 0.1% of the portfolio, ranked #118.

MKT Advisors first reported a position in WPC in Q4 2021 and has held it in 19 quarters since. The position peaked at $1M in Q4 2022. 114 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • MKT Advisors held 4,494 shares of W.P. Carey worth $320K as of Q2 2026.
  • MKT Advisors sold 1,771 W.P. Carey shares in Q2 2026, an estimated $130K.
  • W.P. Carey made up 0.1% of MKT Advisors's portfolio in Q2 2026, its #118 holding.
  • MKT Advisors first reported a position in W.P. Carey in Q4 2021 and has held it in 19 quarters since.
  • MKT Advisors's W.P. Carey position peaked at $1M in Q4 2022.
  • 114 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on MKT Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.