PWG
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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
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

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
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
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
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Portside Wealth Group's WPC Position: Q2 2026 in Review

Portside Wealth Group increased its W.P. Carey (WPC) stake by 5.3% in Q2 2026, buying an estimated $13.4K and bringing the position to 3,609 shares worth $258K. The position accounts for 0.03% of the portfolio, ranked #437.

Portside Wealth Group first reported a position in WPC in Q1 2026 and has held it in 2 quarters since. 114 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Portside Wealth Group held 3,609 shares of W.P. Carey worth $258K as of Q2 2026.
  • Portside Wealth Group bought 183 W.P. Carey shares in Q2 2026, an estimated $13.4K.
  • W.P. Carey made up 0.03% of Portside Wealth Group's portfolio in Q2 2026, its #437 holding.
  • Portside Wealth Group first reported a position in W.P. Carey in Q1 2026 and has held it in 2 quarters since.
  • 114 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.