Sheets Smith Wealth Management’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.94M | Sell |
83,010
-1,000
| -1% | -$73.3K | 0.59% | 41 |
|
|
2026
Q1 | $5.71M | Buy |
84,010
+590
| +0.7% | +$41.4K | 0.64% | 38 |
|
|
2025
Q4 | $5.37M | Sell |
83,420
-2,090
| -2% | -$139K | 0.59% | 40 |
|
|
2025
Q3 | $5.78M | Sell |
85,510
-6,208
| -7% | -$406K | 0.65% | 38 |
|
|
2025
Q2 | $5.72M | Sell |
91,718
-3,997
| -4% | -$246K | 0.67% | 36 |
|
|
2025
Q1 | $6.04M | Buy |
95,715
+67
| +0.1% | +$3.97K | 0.75% | 32 |
|
|
2024
Q4 | $5.21M | Buy |
95,648
+17,447
| +22% | +$994K | 0.64% | 41 |
|
|
2024
Q3 | $4.87M | Sell |
78,201
-6,911
| -8% | -$410K | 0.6% | 43 |
|
|
2024
Q2 | $4.69M | Sell |
85,112
-3,500
| -4% | -$197K | 0.56% | 43 |
|
|
2024
Q1 | $5M | Buy |
88,612
+4,580
| +5% | +$274K | 0.56% | 44 |
|
|
2023
Q4 | $5.45M | Sell |
84,032
-1,280
| -2% | -$73.7K | 0.77% | 35 |
|
|
2023
Q3 | $4.52M | Buy |
85,312
+2,880
| +3% | +$184K | 0.69% | 36 |
|
|
2023
Q2 | $5.45M | Buy |
82,432
+694
| +0.8% | +$48.2K | 0.8% | 33 |
|
|
2023
Q1 | $6.2M | Hold |
81,738
| – | – | 0.95% | 28 |
|
|
2022
Q4 | $6.26M | Sell |
81,738
-3,476
| -4% | -$261K | 0.98% | 25 |
|
|
2022
Q3 | $5.83M | Hold |
85,214
| – | – | 0.97% | 24 |
|
|
2022
Q2 | $6.92M | Buy |
85,214
+2,042
| +2% | +$165K | 1.14% | 22 |
|
|
2022
Q1 | $6.58M | Sell |
83,172
-714
| -0.9% | -$54.8K | 0.91% | 28 |
|
|
2021
Q4 | $6.74M | Buy |
83,886
+3,183
| +4% | +$244K | 0.84% | 32 |
|
|
2021
Q3 | $5.77M | Sell |
80,703
-204
| -0.3% | -$15.5K | 0.78% | 31 |
|
|
2021
Q2 | $5.91M | Buy |
80,907
+204
| +0.3% | +$14.9K | 0.8% | 31 |
|
|
2021
Q1 | $5.59M | Hold |
80,703
| – | – | 0.82% | 32 |
|
|
2020
Q4 | $5.58M | Buy |
80,703
+179
| +0.2% | +$12K | 0.84% | 31 |
|
|
2020
Q3 | $5.14M | Buy |
80,524
+15,499
| +24% | +$1.04M | 0.89% | 31 |
|
|
2020
Q2 | $4.31M | Sell |
65,025
-1,716
| -3% | -$107K | 0.86% | 34 |
|
|
2020
Q1 | $3.8M | Buy |
66,741
+1,214
| +2% | +$92.1K | 0.8% | 33 |
|
|
2019
Q4 | $5.14M | Sell |
65,527
-14
| -0% | -$1.17K | 0.98% | 28 |
|
|
2019
Q3 | $5.75M | Buy |
65,541
+11
| +0% | +$937 | 1.18% | 18 |
|
|
2019
Q2 | $5.21M | Buy |
65,530
+185
| +0.3% | +$14.7K | 1.07% | 22 |
|
|
2019
Q1 | $5.01M | Buy |
65,345
+3,076
| +5% | +$222K | 1.09% | 19 |
|
|
2018
Q4 | $3.98M | Buy |
62,269
+14
| +0% | +$911 | 1.07% | 22 |
|
|
2018
Q3 | $3.92M | Buy |
62,255
+1,375
| +2% | +$88.5K | 0.81% | 28 |
|
|
2018
Q2 | $3.96M | Buy |
60,880
+1,628
| +3% | +$103K | 0.93% | 26 |
|
|
2018
Q1 | $3.6M | Sell |
59,252
-87
| -0.1% | -$5.35K | 0.86% | 30 |
|
|
2017
Q4 | $4M | Buy |
+59,339
| New | +$4.06M | 0.94% | 26 |
|
|
2017
Q3 | – | Sell |
-43,642
| Closed | -$2.82M | – | 318 |
|
|
2017
Q2 | $2.82M | Buy |
+43,642
| New | +$2.76M | 0.75% | 35 |
|
|
2016
Q4 | – | Sell |
-43,722
| Closed | -$2.76M | – | 301 |
|
|
2016
Q3 | $2.76M | Sell |
43,722
-164
| -0.4% | -$10.9K | 0.78% | 32 |
|
|
2016
Q2 | $2.98M | Buy |
43,886
+680
| +2% | +$42.7K | 0.87% | 25 |
|
|
2016
Q1 | $2.63M | Hold |
43,206
| – | – | 0.81% | 31 |
|
|
2015
Q4 | $2.5M | Buy |
43,206
+245
| +0.6% | +$14.7K | 0.76% | 36 |
|
|
2015
Q3 | $2.43M | Sell |
42,961
-68
| -0.2% | -$3.96K | 0.82% | 36 |
|
|
2015
Q2 | $2.48M | Buy |
43,029
+995
| +2% | +$62.2K | 0.68% | 37 |
|
|
2015
Q1 | $2.8M | Sell |
42,034
-12,252
| -23% | -$842K | 0.77% | 32 |
|
|
2014
Q4 | $3.73M | Sell |
54,286
-3,573
| -6% | -$236K | 0.97% | 26 |
|
|
2014
Q3 | $3.61M | Buy |
+57,859
| New | +$3.79M | 0.98% | 27 |
|
|
2014
Q2 | – | Sell |
-58,817
| Closed | -$3.46M | – | 281 |
|
|
2014
Q1 | $3.46M | Buy |
58,817
+185
| +0.3% | +$11.2K | 0.97% | 25 |
|
|
2013
Q4 | $3.52M | Buy |
58,632
+817
| +1% | +$51.4K | 0.97% | 26 |
|
|
2013
Q3 | $3.66M | Buy |
57,815
+897
| +2% | +$59K | 1.19% | 19 |
|
|
2013
Q2 | $3.69M | Buy |
+56,918
| New | +$3.87M | 1.25% | 17 |
|
Other funds holding WPC
Sheets Smith Wealth Management's WPC Position: Q2 2026 in Review
Sheets Smith Wealth Management reduced its W.P. Carey (WPC) stake by 1.2% in Q2 2026, selling an estimated $73.3K and leaving 83,010 shares worth $5.94M. The position accounts for 0.59% of the portfolio, ranked #41.
Sheets Smith Wealth Management first reported a position in WPC in Q2 2013 and has held it in 49 quarters since. The position peaked at $6.92M in Q2 2022. 897 funds tracked by Wall St. Rank hold WPC as of Q2 2026.
- Sheets Smith Wealth Management held 83,010 shares of W.P. Carey worth $5.94M as of Q2 2026.
- Sheets Smith Wealth Management sold 1,000 W.P. Carey shares in Q2 2026, an estimated $73.3K.
- W.P. Carey made up 0.59% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #41 holding.
- Sheets Smith Wealth Management first reported a position in W.P. Carey in Q2 2013 and has held it in 49 quarters since.
- Sheets Smith Wealth Management's W.P. Carey position peaked at $6.92M in Q2 2022.
- 897 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.
Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.