RCM
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Raleigh Capital Management’s W.P. Carey WPC Stock Holding History

Raleigh Capital 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
Q2 		$202K Sell
2,827
-50
-2% -$3.66K 0.06% 197
2026
Q1 		$196K Sell
2,877
-21
-0.7% -$1.47K 0.07% 202
2025
Q4 		$187K Sell
2,898
-27
-0.9% -$1.8K 0.07% 200
2025
Q3 		$198K Sell
2,925
-262
-8% -$17.1K 0.08% 188
2025
Q2 		$199K Sell
3,187
-183
-5% -$11.3K 0.08% 202
2025
Q1 		$213K Sell
3,370
-158
-4% -$9.35K 0.1% 190
2024
Q4 		$192K Sell
3,528
-97
-3% -$5.53K 0.07% 203
2024
Q3 		$226K Sell
3,625
-327
-8% -$19.4K 0.09% 192
2024
Q2 		$218K Sell
3,952
-163
-4% -$9.19K 0.09% 183
2024
Q1 		$232K Sell
4,115
-667
-14% -$39.9K 0.1% 186
2023
Q4 		$310K Sell
4,782
-377
-7% -$21.7K 0.14% 151
2023
Q3 		$273K Buy
5,159
+195
+4% +$12.5K 0.14% 142
2023
Q2 		$328K Sell
4,964
-196
-4% -$13.6K 0.16% 131
2023
Q1 		$391K Buy
5,160
+2
+0% +$159 0.19% 122
2022
Q4 		$395K Buy
5,158
+74
+1% +$5.56K 0.21% 116
2022
Q3 		$348K Buy
5,084
+266
+6% +$21.8K 0.2% 121
2022
Q2 		$392K Buy
4,818
+47
+1% +$3.79K 0.22% 114
2022
Q1 		$378K Buy
4,771
+594
+14% +$45.6K 0.2% 121
2021
Q4 		$335K Buy
+4,177
New +$320K 0.34% 72

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

Raleigh Capital Management's WPC Position: Q2 2026 in Review

Raleigh Capital Management reduced its W.P. Carey (WPC) stake by 1.7% in Q2 2026, selling an estimated $3.66K and leaving 2,827 shares worth $202K. The position accounts for 0.06% of the portfolio, ranked #197.

Raleigh Capital Management first reported a position in WPC in Q4 2021 and has held it in 19 quarters since. The position peaked at $395K in Q4 2022. 158 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Raleigh Capital Management held 2,827 shares of W.P. Carey worth $202K as of Q2 2026.
  • Raleigh Capital Management sold 50 W.P. Carey shares in Q2 2026, an estimated $3.66K.
  • W.P. Carey made up 0.06% of Raleigh Capital Management's portfolio in Q2 2026, its #197 holding.
  • Raleigh Capital Management first reported a position in W.P. Carey in Q4 2021 and has held it in 19 quarters since.
  • Raleigh Capital Management's W.P. Carey position peaked at $395K in Q4 2022.
  • 158 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.