Retirement Wealth Solutions
WPC icon

Retirement Wealth Solutions’s W.P. Carey WPC Stock Holding History

Retirement Wealth Solutions’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 		$1.58K Hold
24
– – ﹤0.01% 652
2026
Q2 		$1.72K Hold
24
– – ﹤0.01% 550
2026
Q1 		$1.61K Buy
24
+1
+4% +$70 ﹤0.01% 549
2025
Q4 		$1.51K Sell
23
-10
-30% -$666 ﹤0.01% 518
2025
Q3 		$2.26K Sell
33
-108
-77% -$7.07K ﹤0.01% 423
2025
Q2 		$8.81K Hold
141
– – 0.01% 248
2025
Q1 		$8.89K Buy
141
+1
+0.7% +$59 0.01% 237
2024
Q4 		$7.57K Buy
+140
New +$7.98K 0.01% 258

Other funds holding WPC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
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
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Prairiewood Capital
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Retirement Wealth Solutions's WPC Position: Q3 2026 in Review

Retirement Wealth Solutions held its W.P. Carey (WPC) position steady in Q3 2026 at 24 shares worth $1.58K. The position accounts for ﹤0.01% of the portfolio, ranked #652.

Retirement Wealth Solutions first reported a position in WPC in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.89K in Q1 2025. 192 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Retirement Wealth Solutions held 24 shares of W.P. Carey worth $1.58K as of Q3 2026.
  • Retirement Wealth Solutions left its W.P. Carey share count unchanged in Q3 2026.
  • W.P. Carey made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #652 holding.
  • Retirement Wealth Solutions first reported a position in W.P. Carey in Q4 2024 and has held it in 8 quarters since.
  • Retirement Wealth Solutions's W.P. Carey position peaked at $8.89K in Q1 2025.
  • 192 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.