Peddock Capital Advisors
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Peddock Capital Advisors’s W.P. Carey WPC Stock Holding History

Peddock Capital 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
Q3 		$404K Sell
6,256
-100
-2% -$7.1K 0.08% 120
2026
Q2 		$454K Hold
6,356
– – 0.09% 118
2026
Q1 		$432K Hold
6,356
– – 0.1% 115
2025
Q4 		$409K Sell
6,356
-350
-5% -$23.3K 0.09% 116
2025
Q3 		$453K Hold
6,706
– – 0.1% 117
2025
Q2 		$418K Hold
6,706
– – 0.1% 116
2025
Q1 		$423K Sell
6,706
-1,005
-13% -$59.5K 0.11% 109
2024
Q4 		$420K Sell
7,711
-1,066
-12% -$60.7K 0.1% 113
2024
Q3 		$547K Buy
8,777
+6
+0.1% +$356 0.13% 104
2024
Q2 		$483K Sell
8,771
-2,303
-21% -$130K 0.12% 104
2024
Q1 		$625K Sell
11,074
-89
-0.8% -$5.33K 0.16% 94
2023
Q4 		$723K Sell
11,163
-496
-4% -$28.6K 0.22% 88
2023
Q3 		$618K Sell
11,659
-42
-0.4% -$2.69K 0.21% 87
2023
Q2 		$774K Buy
11,701
+452
+4% +$31.4K 0.25% 79
2023
Q1 		$853K Buy
11,249
+1,261
+13% +$100K 0.3% 76
2022
Q4 		$765K Buy
9,988
+1,676
+20% +$126K 0.3% 77
2022
Q3 		$568K Buy
8,312
+807
+11% +$66.1K 0.23% 92
2022
Q2 		$609K Buy
7,505
+304
+4% +$24.5K 0.24% 93
2022
Q1 		$570K Buy
+7,201
New +$552K 0.18% 113

Other funds holding WPC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 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
Achmea Investment Management
Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

Peddock Capital Advisors's WPC Position: Q3 2026 in Review

Peddock Capital Advisors reduced its W.P. Carey (WPC) stake by 1.6% in Q3 2026, selling an estimated $7.1K and leaving 6,256 shares worth $404K. The position accounts for 0.08% of the portfolio, ranked #120.

Peddock Capital Advisors first reported a position in WPC in Q1 2022 and has held it in 19 quarters since. The position peaked at $853K in Q1 2023. 321 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Peddock Capital Advisors held 6,256 shares of W.P. Carey worth $404K as of Q3 2026.
  • Peddock Capital Advisors sold 100 W.P. Carey shares in Q3 2026, an estimated $7.1K.
  • W.P. Carey made up 0.08% of Peddock Capital Advisors's portfolio in Q3 2026, its #120 holding.
  • Peddock Capital Advisors first reported a position in W.P. Carey in Q1 2022 and has held it in 19 quarters since.
  • Peddock Capital Advisors's W.P. Carey position peaked at $853K in Q1 2023.
  • 321 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Peddock Capital Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.