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Sequoia Financial Advisors’s W.P. Carey WPC Stock Holding History

Sequoia Financial Advisors’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 		$9.95M Sell
139,129
-14,331
-9% -$1.05M 0.05% 228
2026
Q1 		$10.4M Buy
153,460
+2,941
+2% +$206K 0.06% 204
2025
Q4 		$9.69M Buy
150,519
+4,557
+3% +$303K 0.05% 212
2025
Q3 		$9.86M Buy
145,962
+1,027
+0.7% +$67.2K 0.06% 201
2025
Q2 		$9.04M Sell
144,935
-1,341
-0.9% -$82.6K 0.06% 203
2025
Q1 		$9.23M Sell
146,276
-2,733
-2% -$162K 0.07% 199
2024
Q4 		$8.12M Buy
149,009
+2,109
+1% +$120K 0.08% 200
2024
Q3 		$9.15M Buy
146,900
+66,577
+83% +$3.95M 0.1% 157
2024
Q2 		$4.42M Buy
80,323
+1,499
+2% +$84.5K 0.05% 207
2024
Q1 		$4.45M Buy
78,824
+106
+0.1% +$6.34K 0.06% 208
2023
Q4 		$5.1M Buy
78,718
+1,555
+2% +$89.6K 0.06% 212
2023
Q3 		$4.09M Sell
77,163
-5,673
-7% -$363K 0.07% 166
2023
Q2 		$5.48M Buy
82,836
+1,462
+2% +$102K 0.09% 150
2023
Q1 		$6.17M Buy
81,374
+76,045
+1,427% +$6.06M 0.14% 132
2022
Q4 		$408K Buy
5,329
+533
+11% +$40K 0.01% 488
2022
Q3 		$328K Buy
4,796
+9
+0.2% +$737 0.01% 368
2022
Q2 		$389K Sell
4,787
-827
-15% -$66.7K 0.01% 382
2022
Q1 		$445K Sell
5,614
-508
-8% -$39K 0.01% 384
2021
Q4 		$492K Buy
+6,122
New +$469K 0.01% 327
2021
Q3 		– Sell
-3,751
Closed -$274K – 464
2021
Q2 		$274K Buy
3,751
+4
+0.1% +$293 0.01% 396
2021
Q1 		$260K Sell
3,747
-16
-0.4% -$1.07K 0.01% 374
2020
Q4 		$260K Buy
3,763
+16
+0.4% +$1.07K 0.01% 345
2020
Q3 		$239K Buy
+3,747
New +$252K 0.01% 340
2020
Q1 		– Sell
-3,308
Closed -$259K – 416
2019
Q4 		$259K Hold
3,308
– – 0.02% 319
2019
Q3 		$290K Buy
+3,308
New +$282K 0.02% 284

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
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
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Sequoia Financial Advisors's WPC Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its W.P. Carey (WPC) stake by 9.3% in Q2 2026, selling an estimated $1.05M and leaving 139,129 shares worth $9.95M. The position accounts for 0.05% of the portfolio, ranked #228.

Sequoia Financial Advisors first reported a position in WPC in Q3 2019 and has held it in 25 quarters since. The position peaked at $10.4M in Q1 2026. 114 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Sequoia Financial Advisors held 139,129 shares of W.P. Carey worth $9.95M as of Q2 2026.
  • Sequoia Financial Advisors sold 14,331 W.P. Carey shares in Q2 2026, an estimated $1.05M.
  • W.P. Carey made up 0.05% of Sequoia Financial Advisors's portfolio in Q2 2026, its #228 holding.
  • Sequoia Financial Advisors first reported a position in W.P. Carey in Q3 2019 and has held it in 25 quarters since.
  • Sequoia Financial Advisors's W.P. Carey position peaked at $10.4M in Q1 2026.
  • 114 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.