Spirit of America Management Corp’s W.P. Carey WPC Stock Holding History

Spirit of America Management Corp’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	$822K	Buy	11,500 +2,300	+25%	+$169K	0.16%	140
2026 Q1	$625K	Hold	9,200	–	–	0.12%	159
2025 Q4	$592K	Hold	9,200	–	–	0.13%	161
2025 Q3	$622K	Hold	9,200	–	–	0.12%	167
2025 Q2	$574K	Hold	9,200	–	–	0.12%	169
2025 Q1	$581K	Hold	9,200	–	–	0.12%	161
2024 Q4	$501K	Sell	9,200 -1,000	-10%	-$57K	0.1%	173
2024 Q3	$635K	Sell	10,200 -5,000	-33%	-$296K	0.13%	151
2024 Q2	$837K	Sell	15,200 -5,000	-25%	-$282K	0.17%	113
2024 Q1	$1.14M	Sell	20,200 -7,000	-26%	-$419K	0.23%	99
2023 Q4	$1.76M	Sell	27,200 -2,358	-8%	-$136K	0.39%	68
2023 Q3	$1.57M	Sell	29,558 -1,021	-3%	-$65.4K	0.35%	64
2023 Q2	$2.02M	Sell	30,579 -510	-2%	-$35.5K	0.46%	52
2023 Q1	$2.36M	Sell	31,089 -1,062	-3%	-$84.6K	0.53%	50
2022 Q4	$2.46M	Hold	32,151	–	–	0.55%	47
2022 Q3	$2.2M	Buy	32,151 +4,390	+16%	+$359K	0.52%	50
2022 Q2	$2.25M	Buy	27,761 +2,961	+12%	+$239K	0.51%	51
2022 Q1	$1.96M	Hold	24,800	–	–	0.38%	76
2021 Q4	$1.99M	Hold	24,800	–	–	0.4%	75
2021 Q3	$1.77M	Hold	24,800	–	–	0.38%	79
2021 Q2	$1.81M	Hold	24,800	–	–	0.39%	74
2021 Q1	$1.72M	Sell	24,800 -1,685	-6%	-$113K	0.41%	69
2020 Q4	$1.83M	Hold	26,485	–	–	0.46%	64
2020 Q3	$1.69M	Hold	26,485	–	–	0.46%	64
2020 Q2	$1.75M	Buy	26,485 +2,042	+8%	+$127K	0.45%	56
2020 Q1	$1.39M	Hold	24,443	–	–	0.45%	61
2019 Q4	$1.92M	Sell	24,443 -730	-3%	-$61.2K	0.33%	70
2019 Q3	$2.21M	Hold	25,173	–	–	0.36%	62
2019 Q2	$2M	Sell	25,173 -919	-4%	-$72.8K	0.3%	75
2019 Q1	$2M	Hold	26,092	–	–	0.29%	71
2018 Q4	$1.67M	Sell	26,092 -1,531	-6%	-$99.6K	0.26%	79
2018 Q3	$1.74M	Sell	27,623 -2,042	-7%	-$131K	0.22%	92
2018 Q2	$1.93M	Sell	29,665 -3,130	-10%	-$198K	0.24%	91
2018 Q1	$1.99M	Sell	32,795 -3,267	-9%	-$201K	0.26%	84
2017 Q4	$2.43M	Hold	36,062	–	–	0.27%	75
2017 Q3	$2.38M	Sell	36,062 -1,021	-3%	-$67.9K	0.25%	78
2017 Q2	$2.4M	Hold	37,083	–	–	0.26%	79
2017 Q1	$2.26M	Sell	37,083 -4,084	-10%	-$248K	0.24%	84
2016 Q4	$2.38M	Hold	41,167	–	–	0.28%	77
2016 Q3	$2.6M	Hold	41,167	–	–	0.34%	71
2016 Q2	$2.8M	Buy	41,167 +786	+2%	+$49.4K	0.41%	58
2016 Q1	$2.46M	Hold	40,381	–	–	0.44%	63
2015 Q4	$2.33M	Hold	40,381	–	–	0.45%	60
2015 Q3	$2.29M	Hold	40,381	–	–	0.48%	56
2015 Q2	$2.33M	Buy	40,381 +4,707	+13%	+$294K	0.45%	56
2015 Q1	$2.38M	Buy	35,674 +5,044	+16%	+$347K	0.5%	57
2014 Q4	$2.1M	Hold	30,630	–	–	0.53%	47
2014 Q3	$1.91M	Buy	+30,630	New	+$2.01M	0.58%	44

Other funds holding WPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Spirit of America Management Corp's WPC Position: Q2 2026 in Review

Spirit of America Management Corp increased its W.P. Carey (WPC) stake by 25% in Q2 2026, buying an estimated $169K and bringing the position to 11,500 shares worth $822K. The position accounts for 0.16% of the portfolio, ranked #140.

Spirit of America Management Corp first reported a position in WPC in Q3 2014 and has held it in 48 quarters since. The position peaked at $2.8M in Q2 2016. 494 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Spirit of America Management Corp held 11,500 shares of W.P. Carey worth $822K as of Q2 2026.
Spirit of America Management Corp bought 2,300 W.P. Carey shares in Q2 2026, an estimated $169K.
W.P. Carey made up 0.16% of Spirit of America Management Corp's portfolio in Q2 2026, its #140 holding.
Spirit of America Management Corp first reported a position in W.P. Carey in Q3 2014 and has held it in 48 quarters since.
Spirit of America Management Corp's W.P. Carey position peaked at $2.8M in Q2 2016.
494 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.