Raffa Wealth Management’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1K | Sell |
14
-41
| -75% | -$3K | ﹤0.01% | 1017 |
|
|
2026
Q1 | $3.74K | Buy |
55
+41
| +293% | +$2.88K | ﹤0.01% | 604 |
|
|
2025
Q4 | $901 | Hold |
14
| – | – | ﹤0.01% | 946 |
|
|
2025
Q3 | $946 | Hold |
14
| – | – | ﹤0.01% | 907 |
|
|
2025
Q2 | $873 | Hold |
14
| – | – | ﹤0.01% | 905 |
|
|
2025
Q1 | $884 | Hold |
14
| – | – | ﹤0.01% | 859 |
|
|
2024
Q4 | $763 | Hold |
14
| – | – | ﹤0.01% | 926 |
|
|
2024
Q3 | $872 | Hold |
14
| – | – | ﹤0.01% | 876 |
|
|
2024
Q2 | $771 | Hold |
14
| – | – | ﹤0.01% | 967 |
|
|
2024
Q1 | $790 | Hold |
14
| – | – | ﹤0.01% | 949 |
|
|
2023
Q4 | $907 | Hold |
14
| – | – | ﹤0.01% | 848 |
|
|
2023
Q3 | $757 | Hold |
14
| – | – | ﹤0.01% | 858 |
|
|
2023
Q2 | $946 | Hold |
14
| – | – | ﹤0.01% | 813 |
|
|
2023
Q1 | $1.08K | Hold |
14
| – | – | ﹤0.01% | 764 |
|
|
2022
Q4 | $1.09K | Sell |
14
-15
| -52% | -$1.13K | ﹤0.01% | 755 |
|
|
2022
Q3 | $1.95K | Hold |
29
| – | – | ﹤0.01% | 612 |
|
|
2022
Q2 | $2.32K | Hold |
29
| – | – | ﹤0.01% | 569 |
|
|
2022
Q1 | $2.26K | Sell |
29
-9
| -24% | -$690 | ﹤0.01% | 607 |
|
|
2021
Q4 | $3.04K | Buy |
38
+8
| +27% | +$612 | ﹤0.01% | 549 |
|
|
2021
Q3 | $2.12K | Hold |
30
| – | – | ﹤0.01% | 599 |
|
|
2021
Q2 | $2.16K | Hold |
30
| – | – | ﹤0.01% | 606 |
|
|
2021
Q1 | $2.05K | Buy |
30
+2
| +7% | +$134 | ﹤0.01% | 631 |
|
|
2020
Q4 | $1.91K | Buy |
28
+11
| +65% | +$735 | ﹤0.01% | 569 |
|
|
2020
Q3 | $1.11K | Buy |
17
+3
| +21% | +$202 | ﹤0.01% | 645 |
|
|
2020
Q2 | $947 | Sell |
14
-12
| -46% | -$745 | ﹤0.01% | 673 |
|
|
2020
Q1 | $1.45K | Buy |
26
+12
| +86% | +$910 | ﹤0.01% | 489 |
|
|
2019
Q4 | $1.12K | Hold |
14
| – | – | ﹤0.01% | 583 |
|
|
2019
Q3 | $1.25K | Buy |
+14
| New | +$1.19K | ﹤0.01% | 510 |
|
|
2019
Q2 | – | Sell |
-14
| Closed | -$1.1K | – | 1407 |
|
|
2019
Q1 | $1.1K | Hold |
14
| – | – | ﹤0.01% | 529 |
|
|
2018
Q4 | $915 | Hold |
14
| – | – | ﹤0.01% | 574 |
|
|
2018
Q3 | $900 | Hold |
14
| – | – | ﹤0.01% | 663 |
|
|
2018
Q2 | $929 | Hold |
14
| – | – | ﹤0.01% | 632 |
|
|
2018
Q1 | $868 | Buy |
+14
| New | +$862 | ﹤0.01% | 650 |
|
Other funds holding WPC
Raffa Wealth Management's WPC Position: Q2 2026 in Review
Raffa Wealth Management reduced its W.P. Carey (WPC) stake by 75% in Q2 2026, selling an estimated $3K and leaving 14 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1017.
Raffa Wealth Management first reported a position in WPC in Q1 2018 and has held it in 33 quarters since. The position peaked at $3.74K in Q1 2026. 850 funds tracked by Wall St. Rank hold WPC as of Q2 2026.
- Raffa Wealth Management held 14 shares of W.P. Carey worth $1K as of Q2 2026.
- Raffa Wealth Management sold 41 W.P. Carey shares in Q2 2026, an estimated $3K.
- W.P. Carey made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1017 holding.
- Raffa Wealth Management first reported a position in W.P. Carey in Q1 2018 and has held it in 33 quarters since.
- Raffa Wealth Management's W.P. Carey position peaked at $3.74K in Q1 2026.
- 850 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.
Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.