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

Private Wealth Management 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	$8.4K	Hold	130	–	–	﹤0.01%	682
2026 Q2	$9.3K	Hold	130	–	–	﹤0.01%	606
2026 Q1	$8.84K	Hold	130	–	–	﹤0.01%	563
2025 Q4	$8.37K	Hold	130	–	–	﹤0.01%	572
2025 Q3	$8.78K	Hold	130	–	–	﹤0.01%	557
2025 Q2	$8.11K	Hold	130	–	–	﹤0.01%	564
2025 Q1	$8.2K	Hold	130	–	–	﹤0.01%	537
2024 Q4	$7.08K	Sell	130 -59	-31%	-$3.36K	﹤0.01%	605
2024 Q3	$11.8K	Hold	189	–	–	﹤0.01%	413
2024 Q2	$10.4K	Buy	189 +170	+895%	+$9.6K	﹤0.01%	432
2024 Q1	$1.07K	Sell	19 -12	-39%	-$718	﹤0.01%	1239
2023 Q4	$2.01K	Buy	+31	New	+$1.79K	﹤0.01%	980

Other funds holding WPC

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Private Wealth Management Group's WPC Position: Q3 2026 in Review

Private Wealth Management Group held its W.P. Carey (WPC) position steady in Q3 2026 at 130 shares worth $8.4K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Private Wealth Management Group first reported a position in WPC in Q4 2023 and has held it in 12 quarters since. The position peaked at $11.8K in Q3 2024. 215 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

Private Wealth Management Group held 130 shares of W.P. Carey worth $8.4K as of Q3 2026.
Private Wealth Management Group left its W.P. Carey share count unchanged in Q3 2026.
W.P. Carey made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #682 holding.
Private Wealth Management Group first reported a position in W.P. Carey in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's W.P. Carey position peaked at $11.8K in Q3 2024.
215 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.