Salem Investment Counselors’s W.P. Carey WPC Stock Holding History

Salem Investment Counselors’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	$224K	Sell	3,093 -88	-3%	-$6.45K	0.01%	392
2026 Q1	$219K	Hold	3,181	–	–	0.01%	371
2025 Q4	$208K	Buy	3,181 +2,568	+419%	+$171K	0.01%	376
2025 Q3	$42K	Buy	613 +563	+1,126%	+$36.9K	﹤0.01%	627
2025 Q2	$3.16K	Buy	+50	New	+$3.08K	﹤0.01%	1000
2025 Q1	–	Sell	-1,000	Closed	-$55.4K	–	1262
2024 Q4	$55.4K	Hold	1,000	–	–	﹤0.01%	563
2024 Q3	$63.2K	Hold	1,000	–	–	﹤0.01%	543
2024 Q2	$55.9K	Hold	1,000	–	–	﹤0.01%	536
2024 Q1	$57.3K	Sell	1,000 -926	-48%	-$55.4K	﹤0.01%	527
2023 Q4	$126K	Sell	1,926 -40	-2%	-$2.3K	﹤0.01%	403
2023 Q3	$106K	Hold	1,966	–	–	﹤0.01%	408
2023 Q2	$132K	Hold	1,966	–	–	﹤0.01%	375
2023 Q1	$151K	Hold	1,966	–	–	0.01%	371
2022 Q4	$153K	Sell	1,966 -10	-0.5%	-$751	0.01%	359
2022 Q3	$137K	Hold	1,976	–	–	0.01%	357
2022 Q2	$162K	Hold	1,976	–	–	0.01%	357
2022 Q1	$156K	Sell	1,976 -101	-5%	-$7.75K	0.01%	366
2021 Q4	$167K	Buy	2,077 +111	+6%	+$8.5K	0.01%	388
2021 Q3	$141K	Hold	1,966	–	–	0.01%	383
2021 Q2	$144K	Hold	1,966	–	–	0.01%	367
2021 Q1	$136K	Hold	1,966	–	–	0.01%	331
2020 Q4	$136K	Hold	1,966	–	–	0.01%	316
2020 Q3	$125K	Hold	1,966	–	–	0.01%	280
2020 Q2	$130K	Hold	1,966	–	–	0.01%	272
2020 Q1	$112K	Hold	1,966	–	–	0.01%	268
2019 Q4	$154K	Hold	1,966	–	–	0.01%	263
2019 Q3	$172K	Hold	1,966	–	–	0.02%	253
2019 Q2	$156K	Buy	+1,966	New	+$156K	0.01%	265
2018 Q3	–	Sell	-1,966	Closed	-$128K	–	530
2018 Q2	$128K	Hold	1,966	–	–	0.01%	222
2018 Q1	$118K	Hold	1,966	–	–	0.01%	220
2017 Q4	$133K	Hold	1,966	–	–	0.01%	223
2017 Q3	$130K	Hold	1,966	–	–	0.02%	220
2017 Q2	$127K	Hold	1,966	–	–	0.01%	233
2017 Q1	$119K	Hold	1,966	–	–	0.01%	280
2016 Q4	$114K	Hold	1,966	–	–	0.01%	278
2016 Q3	$1.24K	Buy	+1,966	New	+$131K	0.02%	246

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 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

Salem Investment Counselors's WPC Position: Q2 2026 in Review

Salem Investment Counselors reduced its W.P. Carey (WPC) stake by 2.8% in Q2 2026, selling an estimated $6.45K and leaving 3,093 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #392.

Salem Investment Counselors first reported a position in WPC in Q3 2016 and has held it in 36 quarters since. 224 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Salem Investment Counselors held 3,093 shares of W.P. Carey worth $224K as of Q2 2026.
Salem Investment Counselors sold 88 W.P. Carey shares in Q2 2026, an estimated $6.45K.
W.P. Carey made up 0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #392 holding.
Salem Investment Counselors first reported a position in W.P. Carey in Q3 2016 and has held it in 36 quarters since.
224 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.