PAS
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Park Avenue Securities’s W.P. Carey WPC Stock Holding History

Park Avenue 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 		$603K Buy
8,440
+3,257
+63% +$239K ﹤0.01% 1203
2026
Q1 		$352K Buy
5,183
+346
+7% +$24.3K ﹤0.01% 1250
2025
Q4 		$311K Sell
4,837
-1,460
-23% -$97.2K ﹤0.01% 1305
2025
Q3 		$425K Sell
6,297
-2,026
-24% -$133K ﹤0.01% 1270
2025
Q2 		$519K Buy
+8,323
New +$512K ﹤0.01% 1049
2025
Q1 		– Sell
-6,443
Closed -$351K – 1540
2024
Q4 		$351K Buy
6,443
+560
+10% +$31.9K ﹤0.01% 1216
2024
Q3 		$366K Sell
5,883
-483
-8% -$28.6K ﹤0.01% 1101
2024
Q2 		$350K Buy
6,366
+843
+15% +$47.5K ﹤0.01% 1123
2024
Q1 		$312K Sell
5,523
-680
-11% -$40.7K ﹤0.01% 1161
2023
Q4 		$402K Buy
6,203
+1,446
+30% +$83.3K 0.01% 1001
2023
Q3 		$252K Buy
+4,757
New +$305K ﹤0.01% 1131
2023
Q1 		– Sell
-4,236
Closed -$324K – 1171
2022
Q4 		$324K Sell
4,236
-211
-5% -$15.8K 0.01% 949
2022
Q3 		$304K Buy
4,447
+1,362
+44% +$111K 0.01% 900
2022
Q2 		$250K Buy
3,085
+185
+6% +$14.9K ﹤0.01% 988
2022
Q1 		$230K Buy
+2,900
New +$222K ﹤0.01% 1040
2020
Q1 		– Sell
-12,339
Closed -$967K – 621
2019
Q4 		$967K Buy
12,339
+123
+1% +$10.3K 0.04% 185
2019
Q3 		$1.07M Buy
12,216
+1,692
+16% +$144K 0.05% 147
2019
Q2 		$837K Buy
10,524
+214
+2% +$17K 0.09% 77
2019
Q1 		$787K Buy
10,310
+1,439
+16% +$104K 0.04% 159
2018
Q4 		$598K Buy
8,871
+1,174
+15% +$76.4K 0.09% 71
2018
Q3 		$480K Buy
7,697
+1,692
+28% +$109K 0.08% 83
2018
Q2 		$386K Buy
6,005
+534
+10% +$33.8K 0.07% 88
2018
Q1 		$328K Buy
5,471
+1,576
+40% +$97K 0.07% 85
2017
Q4 		$261K Buy
3,895
+860
+28% +$58.8K 0.07% 88
2017
Q3 		$201K Buy
+3,035
New +$202K 0.06% 99

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

Park Avenue Securities's WPC Position: Q2 2026 in Review

Park Avenue Securities increased its W.P. Carey (WPC) stake by 63% in Q2 2026, buying an estimated $239K and bringing the position to 8,440 shares worth $603K. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

Park Avenue Securities first reported a position in WPC in Q3 2017 and has held it in 25 quarters since. The position peaked at $1.07M in Q3 2019. 158 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Park Avenue Securities held 8,440 shares of W.P. Carey worth $603K as of Q2 2026.
  • Park Avenue Securities bought 3,257 W.P. Carey shares in Q2 2026, an estimated $239K.
  • W.P. Carey made up ﹤0.01% of Park Avenue Securities's portfolio in Q2 2026, its #1203 holding.
  • Park Avenue Securities first reported a position in W.P. Carey in Q3 2017 and has held it in 25 quarters since.
  • Park Avenue Securities's W.P. Carey position peaked at $1.07M in Q3 2019.
  • 158 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.