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Procyon Advisors’s W.P. Carey WPC Stock Holding History

Procyon 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
Q2 		$238K Buy
3,329
+4
+0.1% +$293 0.01% 514
2026
Q1 		$226K Hold
3,325
– – 0.01% 523
2025
Q4 		$214K Sell
3,325
-85
-2% -$5.66K 0.01% 514
2025
Q3 		$230K Sell
3,410
-400
-10% -$26.2K 0.01% 454
2025
Q2 		$238K Sell
3,810
-98
-3% -$6.03K 0.02% 420
2025
Q1 		$247K Hold
3,908
– – 0.01% 519
2024
Q4 		$213K Sell
3,908
-458
-10% -$26.1K 0.01% 518
2024
Q3 		$272K Hold
4,366
– – 0.02% 464
2024
Q2 		$240K Sell
4,366
-527
-11% -$29.7K 0.02% 461
2024
Q1 		$276K Sell
4,893
-61
-1% -$3.65K 0.02% 433
2023
Q4 		$321K Sell
4,954
-2,018
-29% -$116K 0.03% 402
2023
Q3 		$369K Buy
6,972
+63
+0.9% +$4.04K 0.04% 347
2023
Q2 		$457K Buy
6,909
+151
+2% +$10.5K 0.06% 292
2023
Q1 		$513K Sell
6,758
-101
-1% -$8.05K 0.09% 214
2022
Q4 		$525K Buy
6,859
+2,377
+53% +$179K 0.1% 198
2022
Q3 		$306K Sell
4,482
-7
-0.2% -$573 0.07% 240
2022
Q2 		$364K Buy
+4,489
New +$362K 0.08% 222
2022
Q1 		– Sell
-4,517
Closed -$363K – 360
2021
Q4 		$363K Sell
4,517
-460
-9% -$35.2K 0.08% 229
2021
Q3 		$356K Buy
4,977
+587
+13% +$44.7K 0.09% 206
2021
Q2 		$321K Buy
+4,390
New +$321K 0.09% 204
2020
Q3 		– Sell
-38
Closed -$3K – 1063
2020
Q2 		$3K Buy
38
+1
+3% +$62 ﹤0.01% 890
2020
Q1 		$2K Sell
37
-7
-16% -$531 ﹤0.01% 878
2019
Q4 		$3K Buy
+44
New +$3.69K ﹤0.01% 876

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

Procyon Advisors's WPC Position: Q2 2026 in Review

Procyon Advisors increased its W.P. Carey (WPC) stake by 0.12% in Q2 2026, buying an estimated $293 and bringing the position to 3,329 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #514.

Procyon Advisors first reported a position in WPC in Q4 2019 and has held it in 23 quarters since. The position peaked at $525K in Q4 2022. 114 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Procyon Advisors held 3,329 shares of W.P. Carey worth $238K as of Q2 2026.
  • Procyon Advisors bought 4 W.P. Carey shares in Q2 2026, an estimated $293.
  • W.P. Carey made up 0.01% of Procyon Advisors's portfolio in Q2 2026, its #514 holding.
  • Procyon Advisors first reported a position in W.P. Carey in Q4 2019 and has held it in 23 quarters since.
  • Procyon Advisors's W.P. Carey position peaked at $525K in Q4 2022.
  • 114 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.