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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
Q3 		$221K Sell
3,498
-996
-22% -$70.7K 0.07% 141
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
IFM Investors
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

MKT Advisors's WPC Position: Q3 2026 in Review

MKT Advisors reduced its W.P. Carey (WPC) stake by 22% in Q3 2026, selling an estimated $70.7K and leaving 3,498 shares worth $221K. The position accounts for 0.07% of the portfolio, ranked #141.

MKT Advisors first reported a position in WPC in Q4 2021 and has held it in 20 quarters since. The position peaked at $1M in Q4 2022. 147 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • MKT Advisors held 3,498 shares of W.P. Carey worth $221K as of Q3 2026.
  • MKT Advisors sold 996 W.P. Carey shares in Q3 2026, an estimated $70.7K.
  • W.P. Carey made up 0.07% of MKT Advisors's portfolio in Q3 2026, its #141 holding.
  • MKT Advisors first reported a position in W.P. Carey in Q4 2021 and has held it in 20 quarters since.
  • MKT Advisors's W.P. Carey position peaked at $1M in Q4 2022.
  • 147 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on MKT Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.