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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
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

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
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
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
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Retirement Wealth Solutions's WPC Position: Q2 2026 in Review

Retirement Wealth Solutions held its W.P. Carey (WPC) position steady in Q2 2026 at 24 shares worth $1.72K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Retirement Wealth Solutions first reported a position in WPC in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.89K in Q1 2025. 114 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Retirement Wealth Solutions held 24 shares of W.P. Carey worth $1.72K as of Q2 2026.
  • Retirement Wealth Solutions left its W.P. Carey share count unchanged in Q2 2026.
  • W.P. Carey made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #550 holding.
  • Retirement Wealth Solutions first reported a position in W.P. Carey in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's W.P. Carey position peaked at $8.89K in Q1 2025.
  • 114 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.