Sound Income Strategies’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 | – | Sell |
-2,899
| Closed | -$201K | – | 2393 |
|
|
2026
Q1 | $201K | Sell |
2,899
-218
| -7% | -$15.3K | 0.01% | 408 |
|
|
2025
Q4 | $219K | Sell |
3,117
-15
| -0.5% | -$999 | 0.01% | 396 |
|
|
2025
Q3 | $210K | Sell |
3,132
-755
| -19% | -$49.4K | 0.01% | 286 |
|
|
2025
Q2 | $242K | Sell |
3,887
-206
| -5% | -$12.7K | 0.01% | 252 |
|
|
2025
Q1 | $258K | Sell |
4,093
-107
| -3% | -$6.33K | 0.02% | 243 |
|
|
2024
Q4 | $229K | Sell |
4,200
-665
| -14% | -$37.9K | 0.01% | 227 |
|
|
2024
Q3 | $303K | Sell |
4,865
-50
| -1% | -$2.96K | 0.02% | 194 |
|
|
2024
Q2 | $271K | Sell |
4,915
-314
| -6% | -$17.7K | 0.02% | 196 |
|
|
2024
Q1 | $295K | Buy |
5,229
+134
| +3% | +$8.02K | 0.02% | 182 |
|
|
2023
Q4 | $330K | Sell |
5,095
-496
| -9% | -$28.6K | 0.03% | 156 |
|
|
2023
Q3 | $296K | Buy |
5,591
+1,172
| +27% | +$75.1K | 0.03% | 133 |
|
|
2023
Q2 | $292K | Buy |
4,419
+1,431
| +48% | +$99.5K | 0.03% | 128 |
|
|
2023
Q1 | $227K | Buy |
2,988
+1,096
| +58% | +$87.3K | 0.02% | 140 |
|
|
2022
Q4 | $145K | Buy |
1,892
+242
| +15% | +$18.2K | 0.02% | 159 |
|
|
2022
Q3 | $113K | Sell |
1,650
-13
| -0.8% | -$1.06K | 0.02% | 163 |
|
|
2022
Q2 | $135K | Buy |
1,663
+270
| +19% | +$21.8K | 0.02% | 152 |
|
|
2022
Q1 | $110K | Sell |
1,393
-19
| -1% | -$1.46K | 0.01% | 164 |
|
|
2021
Q4 | $113K | Sell |
1,412
-52
| -4% | -$3.98K | 0.01% | 166 |
|
|
2021
Q3 | $105K | Buy |
1,464
+3
| +0.2% | +$228 | 0.01% | 169 |
|
|
2021
Q2 | $107K | Buy |
1,461
+107
| +8% | +$7.83K | 0.02% | 168 |
|
|
2021
Q1 | $93.8K | Sell |
1,354
-370
| -21% | -$24.8K | 0.02% | 176 |
|
|
2020
Q4 | $119K | Buy |
1,724
+2
| +0.1% | +$134 | 0.03% | 139 |
|
|
2020
Q3 | $110K | Buy |
1,722
+251
| +17% | +$16.9K | 0.03% | 121 |
|
|
2020
Q2 | $98K | Sell |
1,471
-67
| -4% | -$4.16K | 0.03% | 103 |
|
|
2020
Q1 | $87K | Buy |
1,538
+1,161
| +308% | +$88.1K | 0.03% | 89 |
|
|
2019
Q4 | $29K | Hold |
377
| – | – | 0.01% | 193 |
|
|
2019
Q3 | $33K | Sell |
377
-621
| -62% | -$52.9K | 0.01% | 158 |
|
|
2019
Q2 | $79K | Hold |
998
| – | – | 0.03% | 95 |
|
|
2019
Q1 | $76K | Buy |
998
+84
| +9% | +$6.05K | 0.03% | 100 |
|
|
2018
Q4 | $58K | Buy |
914
+817
| +842% | +$53.2K | 0.03% | 116 |
|
|
2018
Q3 | $6K | Hold |
97
| – | – | ﹤0.01% | 439 |
|
|
2018
Q2 | $6K | Buy |
97
+9
| +10% | +$570 | ﹤0.01% | 409 |
|
|
2018
Q1 | $5K | Sell |
88
-38,990
| -100% | -$2.4M | ﹤0.01% | 400 |
|
|
2017
Q4 | $2.34M | Buy |
+39,078
| New | +$2.67M | 1.53% | 14 |
|
Other funds holding WPC
EIC
Sound Income Strategies's WPC Position: Q2 2026 in Review
Sound Income Strategies sold out of W.P. Carey (WPC) in Q2 2026, closing a stake of 2,899 shares — an estimated $201K sold.
Sound Income Strategies first reported a position in WPC in Q4 2017 and held it in 34 quarters. The position peaked at $2.34M in Q4 2017. 492 funds tracked by Wall St. Rank hold WPC as of Q2 2026.
- Sound Income Strategies reported no remaining W.P. Carey position as of Q2 2026 after selling out during the quarter.
- Sound Income Strategies sold 2,899 W.P. Carey shares in Q2 2026, an estimated $201K.
- Sound Income Strategies first reported a position in W.P. Carey in Q4 2017 and held it in 34 quarters.
- Sound Income Strategies's W.P. Carey position peaked at $2.34M in Q4 2017.
- 492 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.
Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.