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Stordahl Capital Management’s W.P. Carey WPC Stock Holding History

Stordahl Capital Management’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 		$1.87M Buy
26,156
+43
+0.2% +$3.15K 0.34% 22
2026
Q1 		$1.77M Buy
+26,113
New +$1.83M 0.37% 21

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
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 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

Stordahl Capital Management's WPC Position: Q2 2026 in Review

Stordahl Capital Management increased its W.P. Carey (WPC) stake by 0.16% in Q2 2026, buying an estimated $3.15K and bringing the position to 26,156 shares worth $1.87M. The position accounts for 0.34% of the portfolio, ranked #22.

Stordahl Capital Management first reported a position in WPC in Q1 2026 and has held it in 2 quarters since. 138 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Stordahl Capital Management held 26,156 shares of W.P. Carey worth $1.87M as of Q2 2026.
  • Stordahl Capital Management bought 43 W.P. Carey shares in Q2 2026, an estimated $3.15K.
  • W.P. Carey made up 0.34% of Stordahl Capital Management's portfolio in Q2 2026, its #22 holding.
  • Stordahl Capital Management first reported a position in W.P. Carey in Q1 2026 and has held it in 2 quarters since.
  • 138 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Stordahl Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.