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Olistico Wealth’s W.P. Carey WPC Stock Holding History

Olistico Wealth’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 		– Sell
-135
Closed -$9.7K – 364
2026
Q2 		$9.7K Sell
135
-100
-43% -$7.33K ﹤0.01% 249
2026
Q1 		$16K Sell
235
-200
-46% -$14K 0.01% 229
2025
Q4 		$28K Buy
+435
New +$29K 0.01% 196
2025
Q3 		– Sell
-735
Closed -$45.8K – 349
2025
Q2 		$45.8K Buy
+735
New +$45.3K 0.03% 173

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

Olistico Wealth's WPC Position: Q3 2026 in Review

Olistico Wealth sold out of W.P. Carey (WPC) in Q3 2026, closing a stake of 135 shares — an estimated $9.7K sold.

Olistico Wealth first reported a position in WPC in Q2 2025 and held it in 4 quarters. The position peaked at $45.8K in Q2 2025. 147 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Olistico Wealth reported no remaining W.P. Carey position as of Q3 2026 after selling out during the quarter.
  • Olistico Wealth sold 135 W.P. Carey shares in Q3 2026, an estimated $9.7K.
  • Olistico Wealth first reported a position in W.P. Carey in Q2 2025 and held it in 4 quarters.
  • Olistico Wealth's W.P. Carey position peaked at $45.8K in Q2 2025.
  • 147 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.