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Royal Fund Management’s W.P. Carey WPC Stock Holding History

Royal Fund 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 		$1.43M Buy
19,949
+546
+3% +$40K 0.12% 165
2026
Q1 		$1.32M Sell
19,403
-17,859
-48% -$1.25M 0.13% 165
2025
Q4 		$2.4M Buy
37,262
+21,332
+134% +$1.42M 0.22% 127
2025
Q3 		$1.08M Sell
15,930
-374
-2% -$24.5K 0.13% 156
2025
Q2 		$1.02M Buy
16,304
+1,794
+12% +$110K 0.1% 192
2025
Q1 		$917K Sell
14,510
-12,670
-47% -$750K 0.1% 200
2024
Q4 		$1.48M Buy
27,180
+3,988
+17% +$227K 0.14% 151
2024
Q3 		$1.45M Buy
23,192
+11,093
+92% +$658K 0.09% 187
2024
Q2 		$667K Sell
12,099
-1,957
-14% -$110K 0.05% 222
2024
Q1 		$793K Buy
14,056
+971
+7% +$58.1K 0.08% 213
2023
Q4 		$848K Buy
13,085
+804
+7% +$46.3K 0.09% 197
2023
Q3 		$650K Buy
12,281
+596
+5% +$38.2K 0.09% 197
2023
Q2 		$773K Sell
11,685
-458
-4% -$31.8K 0.1% 183
2023
Q1 		$921K Buy
12,143
+458
+4% +$36.5K 0.13% 159
2022
Q4 		$894K Buy
11,685
+425
+4% +$31.9K 0.14% 128
2022
Q3 		$769K Buy
11,260
+1,873
+20% +$153K 0.14% 121
2022
Q2 		$761K Buy
9,387
+2,725
+41% +$220K 0.13% 123
2022
Q1 		$527K Buy
6,662
+632
+10% +$48.5K 0.08% 140
2021
Q4 		$484K Buy
6,030
+528
+10% +$40.4K 0.07% 141
2021
Q3 		$393K Buy
5,502
+311
+6% +$23.7K 0.06% 146
2021
Q2 		$379K Buy
5,191
+1
+0% +$73 0.06% 144
2021
Q1 		$359K Buy
5,190
+259
+5% +$17.4K 0.07% 141
2020
Q4 		$340K Sell
4,931
-278
-5% -$18.6K 0.07% 132
2020
Q3 		$332K Sell
5,209
-318
-6% -$21.4K 0.08% 125
2020
Q2 		$366K Buy
5,527
+316
+6% +$19.6K 0.13% 117
2020
Q1 		$296K Sell
5,211
-87
-2% -$6.6K 0.12% 106
2019
Q4 		$415K Buy
5,298
+682
+15% +$57.1K 0.11% 94
2019
Q3 		$404K Sell
4,616
-182
-4% -$15.5K 0.11% 93
2019
Q2 		$381K Sell
4,798
-505
-10% -$40K 0.11% 95
2019
Q1 		$406K Buy
5,303
+98
+2% +$7.06K 0.13% 82
2018
Q4 		$333K Buy
5,205
+752
+17% +$48.9K 0.14% 82
2018
Q3 		$280K Sell
4,453
-1,125
-20% -$72.4K 0.09% 100
2018
Q2 		$362K Buy
5,578
+327
+6% +$20.7K 0.12% 87
2018
Q1 		$318K Buy
5,251
+1,013
+24% +$62.3K 0.12% 96
2017
Q4 		$286K Buy
4,238
+203
+5% +$13.9K 0.1% 92
2017
Q3 		$266K Buy
4,035
+72
+2% +$4.79K 0.11% 77
2017
Q2 		$256K Buy
3,963
+1,018
+35% +$64.4K 0.11% 74
2017
Q1 		$179K Buy
2,945
+507
+21% +$30.8K 0.09% 80
2016
Q4 		$141K Buy
+2,438
New +$143K 0.08% 85

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

Royal Fund Management's WPC Position: Q2 2026 in Review

Royal Fund Management increased its W.P. Carey (WPC) stake by 2.8% in Q2 2026, buying an estimated $40K and bringing the position to 19,949 shares worth $1.43M. The position accounts for 0.12% of the portfolio, ranked #165.

Royal Fund Management first reported a position in WPC in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.4M in Q4 2025. 148 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Royal Fund Management held 19,949 shares of W.P. Carey worth $1.43M as of Q2 2026.
  • Royal Fund Management bought 546 W.P. Carey shares in Q2 2026, an estimated $40K.
  • W.P. Carey made up 0.12% of Royal Fund Management's portfolio in Q2 2026, its #165 holding.
  • Royal Fund Management first reported a position in W.P. Carey in Q4 2016 and has held it in 39 quarters since.
  • Royal Fund Management's W.P. Carey position peaked at $2.4M in Q4 2025.
  • 148 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.