Ritter Daniher Financial Advisory’s W.P. Carey WPC Stock Holding History

Ritter Daniher Financial Advisory’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	$15.9K	Hold	223	–	–	﹤0.01%	388
2026 Q1	$15.2K	Hold	223	–	–	﹤0.01%	389
2025 Q4	$14.4K	Hold	223	–	–	﹤0.01%	386
2025 Q3	$15.1K	Sell	223 -70	-24%	-$4.58K	﹤0.01%	295
2025 Q2	$18.3K	Hold	293	–	–	﹤0.01%	235
2025 Q1	$18.5K	Hold	293	–	–	0.01%	221
2024 Q4	$16K	Hold	293	–	–	﹤0.01%	220
2024 Q3	$18.3K	Sell	293 -250	-46%	-$14.8K	0.01%	209
2024 Q2	$29.9K	Hold	543	–	–	0.01%	184
2024 Q1	$30.6K	Hold	543	–	–	0.01%	179
2023 Q4	$35.2K	Sell	543 -11	-2%	-$634	0.01%	168
2023 Q3	$29.4K	Hold	554	–	–	0.01%	167
2023 Q2	$36.7K	Hold	554	–	–	0.02%	154
2023 Q1	$42.1K	Hold	554	–	–	0.02%	148
2022 Q4	$42.4K	Hold	554	–	–	0.02%	156
2022 Q3	$38K	Sell	554 -1,772	-76%	-$145K	0.03%	129
2022 Q2	$189K	Hold	2,326	–	–	0.13%	65
2022 Q1	$184K	Hold	2,326	–	–	0.13%	60
2021 Q4	$187K	Hold	2,326	–	–	0.12%	60
2021 Q3	$166K	Sell	2,326 -958	-29%	-$72.9K	0.12%	62
2021 Q2	$240K	Hold	3,284	–	–	0.18%	51
2021 Q1	$228K	Hold	3,284	–	–	0.18%	49
2020 Q4	$227K	Buy	+3,284	New	+$219K	0.2%	47

Other funds holding WPC

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Ritter Daniher Financial Advisory's WPC Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its W.P. Carey (WPC) position steady in Q2 2026 at 223 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

Ritter Daniher Financial Advisory first reported a position in WPC in Q4 2020 and has held it in 23 quarters since. The position peaked at $240K in Q2 2021. 158 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Ritter Daniher Financial Advisory held 223 shares of W.P. Carey worth $15.9K as of Q2 2026.
Ritter Daniher Financial Advisory left its W.P. Carey share count unchanged in Q2 2026.
W.P. Carey made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #388 holding.
Ritter Daniher Financial Advisory first reported a position in W.P. Carey in Q4 2020 and has held it in 23 quarters since.
Ritter Daniher Financial Advisory's W.P. Carey position peaked at $240K in Q2 2021.
158 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.