SageView Advisory Group’s W.P. Carey WPC Stock Holding History

SageView Advisory Group’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	$257K	Sell	3,594 -223	-6%	-$16.3K	0.01%	537
2026 Q1	$259K	Buy	3,817 +2	+0.1%	+$140	0.01%	504
2025 Q4	$246K	Sell	3,815 -527	-12%	-$35.1K	0.01%	534
2025 Q3	$293K	Buy	4,342 +63	+1%	+$4.12K	0.01%	526
2025 Q2	$274K	Sell	4,279 -264	-6%	-$16.3K	0.01%	520
2025 Q1	$287K	Sell	4,543 -304	-6%	-$18K	0.01%	480
2024 Q4	$264K	Sell	4,847 -88	-2%	-$5.01K	0.01%	495
2024 Q3	$307K	Sell	4,935 -424	-8%	-$25.1K	0.02%	385
2024 Q2	$295K	Buy	+5,359	New	+$302K	0.01%	437
2024 Q1	–	Sell	-13,461	Closed	-$839K	–	835
2023 Q4	$839K	Buy	13,461 +3,768	+39%	+$217K	0.04%	283
2023 Q3	$513K	Sell	9,693 -221	-2%	-$14.2K	0.03%	324
2023 Q2	$656K	Buy	9,914 +3,553	+56%	+$247K	0.04%	298
2023 Q1	$483K	Buy	6,361 +850	+15%	+$67.7K	0.03%	313
2022 Q4	$422K	Buy	+5,511	New	+$414K	0.03%	266

Other funds holding WPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SageView Advisory Group's WPC Position: Q2 2026 in Review

SageView Advisory Group reduced its W.P. Carey (WPC) stake by 5.8% in Q2 2026, selling an estimated $16.3K and leaving 3,594 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #537.

SageView Advisory Group first reported a position in WPC in Q4 2022 and has held it in 14 quarters since. The position peaked at $839K in Q4 2023. 903 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

SageView Advisory Group held 3,594 shares of W.P. Carey worth $257K as of Q2 2026.
SageView Advisory Group sold 223 W.P. Carey shares in Q2 2026, an estimated $16.3K.
W.P. Carey made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #537 holding.
SageView Advisory Group first reported a position in W.P. Carey in Q4 2022 and has held it in 14 quarters since.
SageView Advisory Group's W.P. Carey position peaked at $839K in Q4 2023.
903 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.