Physician Wealth Advisors
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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
Q3 		$239K Hold
3,691
– – 0.03% 197
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Physician Wealth Advisors's WPC Position: Q3 2026 in Review

Physician Wealth Advisors held its W.P. Carey (WPC) position steady in Q3 2026 at 3,691 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #197.

Physician Wealth Advisors first reported a position in WPC in Q3 2019 and has held it in 29 quarters since. The position peaked at $676K in Q4 2022. 452 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Physician Wealth Advisors held 3,691 shares of W.P. Carey worth $239K as of Q3 2026.
  • Physician Wealth Advisors left its W.P. Carey share count unchanged in Q3 2026.
  • W.P. Carey made up 0.03% of Physician Wealth Advisors's portfolio in Q3 2026, its #197 holding.
  • Physician Wealth Advisors first reported a position in W.P. Carey in Q3 2019 and has held it in 29 quarters since.
  • Physician Wealth Advisors's W.P. Carey position peaked at $676K in Q4 2022.
  • 452 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.