PFS
WPC icon

Prospera Financial Services’s W.P. Carey WPC Stock Holding History

Prospera Financial Services’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 		$270K Buy
3,771
+272
+8% +$19.9K ﹤0.01% 1275
2026
Q1 		$238K Sell
3,499
-16
-0.5% -$1.12K ﹤0.01% 1291
2025
Q4 		$226K Sell
3,515
-299
-8% -$19.9K ﹤0.01% 1248
2025
Q3 		$258K Sell
3,814
-792
-17% -$51.8K ﹤0.01% 1203
2025
Q2 		$288K Buy
4,606
+511
+12% +$31.5K 0.01% 1127
2025
Q1 		$259K Sell
4,095
-1,305
-24% -$77.2K 0.01% 1045
2024
Q4 		$294K Sell
5,400
-716
-12% -$40.8K 0.01% 940
2024
Q3 		$381K Sell
6,116
-28
-0.5% -$1.66K 0.01% 828
2024
Q2 		$338K Buy
6,144
+490
+9% +$27.6K 0.01% 869
2024
Q1 		$319K Buy
+5,654
New +$338K 0.01% 880
2022
Q3 		– Sell
-1,346
Closed -$109K – 1590
2022
Q2 		$109K Sell
1,346
-578
-30% -$46.6K 0.01% 878
2022
Q1 		$152K Buy
+1,924
New +$148K 0.01% 968
2020
Q4 		– Sell
-1,050
Closed -$67K – 1585
2020
Q3 		$67K Buy
+1,050
New +$70.8K 0.03% 526

Other funds holding WPC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
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
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 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
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 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

Prospera Financial Services's WPC Position: Q2 2026 in Review

Prospera Financial Services increased its W.P. Carey (WPC) stake by 7.8% in Q2 2026, buying an estimated $19.9K and bringing the position to 3,771 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #1275.

Prospera Financial Services first reported a position in WPC in Q3 2020 and has held it in 13 quarters since. The position peaked at $381K in Q3 2024. 148 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Prospera Financial Services held 3,771 shares of W.P. Carey worth $270K as of Q2 2026.
  • Prospera Financial Services bought 272 W.P. Carey shares in Q2 2026, an estimated $19.9K.
  • W.P. Carey made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1275 holding.
  • Prospera Financial Services first reported a position in W.P. Carey in Q3 2020 and has held it in 13 quarters since.
  • Prospera Financial Services's W.P. Carey position peaked at $381K in Q3 2024.
  • 148 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.