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SFMG Wealth Advisors’s W.P. Carey WPC Stock Holding History

SFMG Wealth 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 		$1.88M Sell
26,362
-6,716
-20% -$492K 0.11% 81
2026
Q1 		$2.25M Sell
33,078
-3,670
-10% -$257K 0.15% 67
2025
Q4 		$2.37M Sell
36,748
-1,750
-5% -$117K 0.16% 66
2025
Q3 		$2.6M Buy
38,498
+250
+0.7% +$16.4K 0.18% 58
2025
Q2 		$2.39M Sell
38,248
-270
-0.7% -$16.6K 0.18% 62
2025
Q1 		$2.43M Buy
+38,518
New +$2.28M 0.19% 65
2015
Q2 		– Sell
-3,936
Closed -$262K – 172
2015
Q1 		$262K Buy
+3,936
New +$270K 0.02% 145

Other funds holding WPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SFMG Wealth Advisors's WPC Position: Q2 2026 in Review

SFMG Wealth Advisors reduced its W.P. Carey (WPC) stake by 20% in Q2 2026, selling an estimated $492K and leaving 26,362 shares worth $1.88M. The position accounts for 0.11% of the portfolio, ranked #81.

SFMG Wealth Advisors first reported a position in WPC in Q1 2015 and has held it in 7 quarters since. The position peaked at $2.6M in Q3 2025. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • SFMG Wealth Advisors held 26,362 shares of W.P. Carey worth $1.88M as of Q2 2026.
  • SFMG Wealth Advisors sold 6,716 W.P. Carey shares in Q2 2026, an estimated $492K.
  • W.P. Carey made up 0.11% of SFMG Wealth Advisors's portfolio in Q2 2026, its #81 holding.
  • SFMG Wealth Advisors first reported a position in W.P. Carey in Q1 2015 and has held it in 7 quarters since.
  • SFMG Wealth Advisors's W.P. Carey position peaked at $2.6M in Q3 2025.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.