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NBC Securities’s W.P. Carey WPC Stock Holding History

NBC Securities’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 		$588K Buy
8,219
+49
+0.6% +$3.59K 0.04% 472
2026
Q1 		$555K Buy
8,170
+67
+0.8% +$4.7K 0.04% 464
2025
Q4 		$522K Sell
8,103
-107
-1% -$7.13K 0.04% 490
2025
Q3 		$555K Sell
8,210
-546
-6% -$35.7K 0.04% 461
2025
Q2 		$546K Buy
8,756
+60
+0.7% +$3.69K 0.04% 452
2025
Q1 		$548K Buy
8,696
+8,688
+108,600% +$514K 0.05% 421
2024
Q4 		$436 Sell
8
-7,578
-100% -$432K 0.04% 494
2024
Q3 		$472K Sell
7,586
-1,705
-18% -$101K 0.04% 487
2024
Q2 		$511K Buy
9,291
+421
+5% +$23.7K 0.05% 428
2024
Q1 		$511K Buy
8,870
+1,710
+24% +$102K 0.05% 435
2023
Q4 		$464K Sell
7,160
-599
-8% -$34.5K 0.05% 441
2023
Q3 		$410K Buy
+7,759
New +$497K 0.05% 443

Other funds holding WPC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
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
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

NBC Securities's WPC Position: Q2 2026 in Review

NBC Securities increased its W.P. Carey (WPC) stake by 0.6% in Q2 2026, buying an estimated $3.59K and bringing the position to 8,219 shares worth $588K. The position accounts for 0.04% of the portfolio, ranked #472.

NBC Securities first reported a position in WPC in Q3 2023 and has held it in 12 quarters since. 158 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • NBC Securities held 8,219 shares of W.P. Carey worth $588K as of Q2 2026.
  • NBC Securities bought 49 W.P. Carey shares in Q2 2026, an estimated $3.59K.
  • W.P. Carey made up 0.04% of NBC Securities's portfolio in Q2 2026, its #472 holding.
  • NBC Securities first reported a position in W.P. Carey in Q3 2023 and has held it in 12 quarters since.
  • 158 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.