Redhawk Wealth Advisors’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
Q3
$839K Buy
12,975
+704
+6% +$49.9K 0.09% 191
2026
Q2
$877K Buy
+12,271
New +$899K 0.09% 198
2019
Q3
– Sell
-283
Closed -$22K – 448
2019
Q2
$22K Buy
+283
New +$22.4K 0.01% 316

Other funds holding WPC

Redhawk Wealth Advisors's WPC Position: Q3 2026 in Review

Redhawk Wealth Advisors increased its W.P. Carey (WPC) stake by 5.7% in Q3 2026, buying an estimated $49.9K and bringing the position to 12,975 shares worth $839K. The position accounts for 0.09% of the portfolio, ranked #191.

Redhawk Wealth Advisors first reported a position in WPC in Q2 2019 and has held it in 3 quarters since. The position peaked at $877K in Q2 2026. 215 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Redhawk Wealth Advisors held 12,975 shares of W.P. Carey worth $839K as of Q3 2026.
  • Redhawk Wealth Advisors bought 704 W.P. Carey shares in Q3 2026, an estimated $49.9K.
  • W.P. Carey made up 0.09% of Redhawk Wealth Advisors's portfolio in Q3 2026, its #191 holding.
  • Redhawk Wealth Advisors first reported a position in W.P. Carey in Q2 2019 and has held it in 3 quarters since.
  • Redhawk Wealth Advisors's W.P. Carey position peaked at $877K in Q2 2026.
  • 215 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Redhawk Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.