NWM
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Nova Wealth Management’s W.P. Carey WPC Stock Holding History

Nova Wealth Management’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 		$15K Hold
210
– – 0.01% 354
2026
Q1 		$14.3K Hold
210
– – 0.01% 335
2025
Q4 		$13.5K Hold
210
– – 0.01% 324
2025
Q3 		$14.2K Hold
210
– – 0.01% 322
2025
Q2 		$13.1K Hold
210
– – 0.01% 340
2025
Q1 		$13.3K Hold
210
– – 0.01% 317
2024
Q4 		$11.4K Buy
+210
New +$12K 0.01% 262

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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

Nova Wealth Management's WPC Position: Q2 2026 in Review

Nova Wealth Management held its W.P. Carey (WPC) position steady in Q2 2026 at 210 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #354.

Nova Wealth Management first reported a position in WPC in Q4 2024 and has held it in 7 quarters since. 114 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Nova Wealth Management held 210 shares of W.P. Carey worth $15K as of Q2 2026.
  • Nova Wealth Management left its W.P. Carey share count unchanged in Q2 2026.
  • W.P. Carey made up 0.01% of Nova Wealth Management's portfolio in Q2 2026, its #354 holding.
  • Nova Wealth Management first reported a position in W.P. Carey in Q4 2024 and has held it in 7 quarters since.
  • 114 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.