Octavia Wealth Advisors’s W.P. Carey WPC Stock Holding History

Octavia Wealth 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	–	Sell	-4,609	Closed	-$317K	–	254
2026 Q1	$317K	Buy	4,609 +662	+17%	+$46.4K	0.03%	176
2025 Q4	$258K	Sell	3,947 -1,727	-30%	-$115K	0.02%	205
2025 Q3	$389K	Buy	+5,674	New	+$371K	0.04%	163
2025 Q2	–	Sell	-3,951	Closed	-$253K	–	244
2025 Q1	$253K	Buy	+3,951	New	+$234K	0.03%	188
2024 Q1	–	Sell	-5,297	Closed	-$348K	–	241
2023 Q4	$348K	Sell	5,297 -3,849	-42%	-$222K	0.06%	158
2023 Q3	$494K	Buy	9,146 +4,208	+85%	+$270K	0.1%	103
2023 Q2	$332K	Buy	+4,938	New	+$343K	0.07%	130

Other funds holding WPC

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Octavia Wealth Advisors's WPC Position: Q2 2026 in Review

Octavia Wealth Advisors sold out of W.P. Carey (WPC) in Q2 2026, closing a stake of 4,609 shares — an estimated $317K sold.

Octavia Wealth Advisors first reported a position in WPC in Q2 2023 and held it in 7 quarters. The position peaked at $494K in Q3 2023. 164 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Octavia Wealth Advisors reported no remaining W.P. Carey position as of Q2 2026 after selling out during the quarter.
Octavia Wealth Advisors sold 4,609 W.P. Carey shares in Q2 2026, an estimated $317K.
Octavia Wealth Advisors first reported a position in W.P. Carey in Q2 2023 and held it in 7 quarters.
Octavia Wealth Advisors's W.P. Carey position peaked at $494K in Q3 2023.
164 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.