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

Physician 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	$264K	Sell	3,691 -1	-0%	-$73	0.03%	178
2026 Q1	$251K	Hold	3,692	–	–	0.03%	169
2025 Q4	$238K	Sell	3,692 -4	-0.1%	-$266	0.03%	173
2025 Q3	$250K	Buy	3,696 +20	+0.5%	+$1.31K	0.04%	160
2025 Q2	$229K	Buy	3,676 +17	+0.5%	+$1.05K	0.04%	163
2025 Q1	$231K	Hold	3,659	–	–	0.04%	157
2024 Q4	$199K	Hold	3,659	–	–	0.03%	184
2024 Q3	$218K	Hold	3,659	–	–	0.04%	176
2024 Q2	$213K	Sell	3,659 -108	-3%	-$6.09K	0.04%	172
2024 Q1	$201K	Buy	3,767 +8	+0.2%	+$479	0.04%	170
2023 Q4	$244K	Sell	3,759 -1,225	-25%	-$70.6K	0.05%	139
2023 Q3	$262K	Sell	4,984 -3,161	-39%	-$202K	0.07%	121
2023 Q2	$547K	Hold	8,145	–	–	0.14%	72
2023 Q1	$578K	Hold	8,145	–	–	0.15%	69
2022 Q4	$676K	Hold	8,145	–	–	0.18%	64
2022 Q3	$587K	Buy	8,145 +3,213	+65%	+$263K	0.18%	66
2022 Q2	$423K	Hold	4,932	–	–	0.12%	88
2022 Q1	$385K	Hold	4,932	–	–	0.1%	100
2021 Q4	$390K	Hold	4,932	–	–	0.1%	101
2021 Q3	$372K	Hold	4,932	–	–	0.1%	101
2021 Q2	$380K	Buy	4,932 +102	+2%	+$7.47K	0.11%	96
2021 Q1	$341K	Hold	4,830	–	–	0.11%	100
2020 Q4	$321K	Hold	4,830	–	–	0.11%	100
2020 Q3	$302K	Hold	4,830	–	–	0.12%	97
2020 Q2	$346K	Buy	4,830 +204	+4%	+$12.7K	0.14%	89
2020 Q1	$268K	Buy	4,626 +214	+5%	+$16.2K	0.13%	85
2019 Q4	$360K	Sell	4,412 -449	-9%	-$37.6K	0.16%	77
2019 Q3	$397K	Buy	+4,861	New	+$414K	0.19%	65

Other funds holding WPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Physician Wealth Advisors reduced its W.P. Carey (WPC) stake by 0.03% in Q2 2026, selling an estimated $73 and leaving 3,691 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #178.

Physician Wealth Advisors first reported a position in WPC in Q3 2019 and has held it in 28 quarters since. The position peaked at $676K in Q4 2022. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Physician Wealth Advisors held 3,691 shares of W.P. Carey worth $264K as of Q2 2026.
Physician Wealth Advisors sold 1 W.P. Carey share in Q2 2026, an estimated $73.
W.P. Carey made up 0.03% of Physician Wealth Advisors's portfolio in Q2 2026, its #178 holding.
Physician Wealth Advisors first reported a position in W.P. Carey in Q3 2019 and has held it in 28 quarters since.
Physician Wealth Advisors's W.P. Carey position peaked at $676K in Q4 2022.
902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.