Mutual Advisors’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.39M | Buy |
33,457
+94
| +0.3% | +$6.89K | 0.05% | 373 |
|
|
2026
Q1 | $2.27M | Buy |
33,363
+4,145
| +14% | +$291K | 0.05% | 349 |
|
|
2025
Q4 | $1.88M | Buy |
29,218
+1,318
| +5% | +$87.8K | 0.04% | 382 |
|
|
2025
Q3 | $1.89M | Buy |
27,900
+5,122
| +22% | +$335K | 0.04% | 374 |
|
|
2025
Q2 | $1.47M | Buy |
22,778
+795
| +4% | +$49K | 0.04% | 390 |
|
|
2025
Q1 | $1.33M | Buy |
21,983
+3,090
| +16% | +$183K | 0.04% | 373 |
|
|
2024
Q4 | $1.05M | Sell |
18,893
-7,534
| -29% | -$429K | 0.03% | 466 |
|
|
2024
Q3 | $1.55M | Sell |
26,427
-1,744
| -6% | -$103K | 0.05% | 337 |
|
|
2024
Q2 | $1.72M | Sell |
28,171
-1,508
| -5% | -$85K | 0.05% | 309 |
|
|
2024
Q1 | $1.68M | Buy |
29,679
+4,065
| +16% | +$243K | 0.05% | 320 |
|
|
2023
Q4 | $1.66M | Sell |
25,614
-4,235
| -14% | -$244K | 0.06% | 316 |
|
|
2023
Q3 | $1.58M | Sell |
29,849
-39,152
| -57% | -$2.51M | 0.06% | 308 |
|
|
2023
Q2 | $4.57M | Sell |
69,001
-16,473
| -19% | -$1.15M | 0.17% | 114 |
|
|
2023
Q1 | $6.48M | Sell |
85,474
-203
| -0.2% | -$16.2K | 0.27% | 80 |
|
|
2022
Q4 | $6.56M | Buy |
85,677
+1,497
| +2% | +$112K | 0.29% | 71 |
|
|
2022
Q3 | $5.75M | Buy |
84,180
+20,143
| +31% | +$1.65M | 0.3% | 67 |
|
|
2022
Q2 | $5.2M | Sell |
64,037
-444
| -0.7% | -$35.8K | 0.34% | 63 |
|
|
2022
Q1 | $5.11M | Buy |
64,481
+2,658
| +4% | +$204K | 0.29% | 72 |
|
|
2021
Q4 | $4.97M | Buy |
61,823
+1,052
| +2% | +$80.5K | 0.26% | 80 |
|
|
2021
Q3 | $4.35M | Buy |
60,771
+4,550
| +8% | +$346K | 0.26% | 94 |
|
|
2021
Q2 | $4.11M | Buy |
56,221
+2,810
| +5% | +$206K | 0.24% | 102 |
|
|
2021
Q1 | $3.7M | Buy |
53,411
+4,020
| +8% | +$269K | 0.25% | 91 |
|
|
2020
Q4 | $3.41M | Sell |
49,391
-577
| -1% | -$38.5K | 0.25% | 87 |
|
|
2020
Q3 | $3.19M | Sell |
49,968
-15,212
| -23% | -$1.03M | 0.28% | 81 |
|
|
2020
Q2 | $4.32M | Buy |
65,180
+1,070
| +2% | +$66.5K | 0.42% | 50 |
|
|
2020
Q1 | $3.65M | Sell |
64,110
-29,067
| -31% | -$2.2M | 0.49% | 40 |
|
|
2019
Q4 | $7.3M | Sell |
93,177
-4,785
| -5% | -$401K | 0.78% | 22 |
|
|
2019
Q3 | $8.59M | Sell |
97,962
-2,795
| -3% | -$238K | 1.13% | 12 |
|
|
2019
Q2 | $8.01M | Buy |
100,757
+1,136
| +1% | +$90K | 1.04% | 12 |
|
|
2019
Q1 | $7.64M | Buy |
99,621
+16,370
| +20% | +$1.18M | 1.13% | 13 |
|
|
2018
Q4 | $5.33M | Buy |
83,251
+53,479
| +180% | +$3.48M | 1.05% | 14 |
|
|
2018
Q3 | $1.88M | Buy |
29,772
+6,491
| +28% | +$418K | 0.28% | 78 |
|
|
2018
Q2 | $1.51M | Sell |
23,281
-222
| -0.9% | -$14.1K | 0.35% | 82 |
|
|
2018
Q1 | $1.43M | Buy |
23,503
+985
| +4% | +$60.6K | 0.36% | 76 |
|
|
2017
Q4 | $1.52M | Buy |
+22,518
| New | +$1.54M | 0.57% | 47 |
|
Other funds holding WPC
Mutual Advisors's WPC Position: Q2 2026 in Review
Mutual Advisors increased its W.P. Carey (WPC) stake by 0.28% in Q2 2026, buying an estimated $6.89K and bringing the position to 33,457 shares worth $2.39M. The position accounts for 0.05% of the portfolio, ranked #373.
Mutual Advisors first reported a position in WPC in Q4 2017 and has held it in 35 quarters since. The position peaked at $8.59M in Q3 2019. 895 funds tracked by Wall St. Rank hold WPC as of Q2 2026.
- Mutual Advisors held 33,457 shares of W.P. Carey worth $2.39M as of Q2 2026.
- Mutual Advisors bought 94 W.P. Carey shares in Q2 2026, an estimated $6.89K.
- W.P. Carey made up 0.05% of Mutual Advisors's portfolio in Q2 2026, its #373 holding.
- Mutual Advisors first reported a position in W.P. Carey in Q4 2017 and has held it in 35 quarters since.
- Mutual Advisors's W.P. Carey position peaked at $8.59M in Q3 2019.
- 895 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.
Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.