Procyon Advisors
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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
Q3 		$214K Sell
3,315
-14
-0.4% -$993 0.01% 540
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 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
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 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
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Procyon Advisors's WPC Position: Q3 2026 in Review

Procyon Advisors reduced its W.P. Carey (WPC) stake by 0.42% in Q3 2026, selling an estimated $993 and leaving 3,315 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #540.

Procyon Advisors first reported a position in WPC in Q4 2019 and has held it in 24 quarters since. The position peaked at $525K in Q4 2022. 279 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Procyon Advisors held 3,315 shares of W.P. Carey worth $214K as of Q3 2026.
  • Procyon Advisors sold 14 W.P. Carey shares in Q3 2026, an estimated $993.
  • W.P. Carey made up 0.01% of Procyon Advisors's portfolio in Q3 2026, its #540 holding.
  • Procyon Advisors first reported a position in W.P. Carey in Q4 2019 and has held it in 24 quarters since.
  • Procyon Advisors's W.P. Carey position peaked at $525K in Q4 2022.
  • 279 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Procyon Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.