Proathlete Wealth Management
WPC icon

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

Proathlete Wealth Management’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 		$77.8K Buy
1,204
+29
+2% +$2.06K 0.02% 120
2026
Q2 		$84K Buy
1,175
+15
+1% +$1.1K 0.02% 103
2026
Q1 		$78.8K Buy
1,160
+16
+1% +$1.12K 0.02% 103
2025
Q4 		$73.7K Buy
1,144
+15
+1% +$999 0.02% 109
2025
Q3 		$76.3K Buy
1,129
+16
+1% +$1.05K 0.02% 106
2025
Q2 		$69.5K Buy
1,113
+16
+1% +$985 0.02% 109
2025
Q1 		$69.3K Buy
+1,097
New +$64.9K 0.03% 108

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
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Prairiewood Capital
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

Proathlete Wealth Management's WPC Position: Q3 2026 in Review

Proathlete Wealth Management increased its W.P. Carey (WPC) stake by 2.5% in Q3 2026, buying an estimated $2.06K and bringing the position to 1,204 shares worth $77.8K. The position accounts for 0.02% of the portfolio, ranked #120.

Proathlete Wealth Management first reported a position in WPC in Q1 2025 and has held it in 7 quarters since. The position peaked at $84K in Q2 2026. 215 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Proathlete Wealth Management held 1,204 shares of W.P. Carey worth $77.8K as of Q3 2026.
  • Proathlete Wealth Management bought 29 W.P. Carey shares in Q3 2026, an estimated $2.06K.
  • W.P. Carey made up 0.02% of Proathlete Wealth Management's portfolio in Q3 2026, its #120 holding.
  • Proathlete Wealth Management first reported a position in W.P. Carey in Q1 2025 and has held it in 7 quarters since.
  • Proathlete Wealth Management's W.P. Carey position peaked at $84K in Q2 2026.
  • 215 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Proathlete Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.