Portside Wealth Group
WPC icon

Portside Wealth Group’s W.P. Carey WPC Stock Holding History

Portside Wealth Group’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 		$254K Buy
3,928
+319
+9% +$22.6K 0.03% 455
2026
Q2 		$258K Buy
3,609
+183
+5% +$13.4K 0.03% 437
2026
Q1 		$233K Buy
+3,426
New +$240K 0.03% 420

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
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
Advocate Group
Advocate Group Minnetonka, Minnesota $646M AUM 16.81% 1-Year Est. Return

Portside Wealth Group's WPC Position: Q3 2026 in Review

Portside Wealth Group increased its W.P. Carey (WPC) stake by 8.8% in Q3 2026, buying an estimated $22.6K and bringing the position to 3,928 shares worth $254K. The position accounts for 0.03% of the portfolio, ranked #455.

Portside Wealth Group first reported a position in WPC in Q1 2026 and has held it in 3 quarters since. The position peaked at $258K in Q2 2026. 143 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Portside Wealth Group held 3,928 shares of W.P. Carey worth $254K as of Q3 2026.
  • Portside Wealth Group bought 319 W.P. Carey shares in Q3 2026, an estimated $22.6K.
  • W.P. Carey made up 0.03% of Portside Wealth Group's portfolio in Q3 2026, its #455 holding.
  • Portside Wealth Group first reported a position in W.P. Carey in Q1 2026 and has held it in 3 quarters since.
  • Portside Wealth Group's W.P. Carey position peaked at $258K in Q2 2026.
  • 143 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

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