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Teamwork Financial Advisors’s W.P. Carey WPC Stock Holding History

Teamwork Financial 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 		$496K Sell
6,931
-280
-4% -$20.5K 0.05% 129
2026
Q1 		$490K Buy
7,211
+262
+4% +$18.4K 0.05% 137
2025
Q4 		$447K Sell
6,949
-403
-5% -$26.8K 0.05% 140
2025
Q3 		$497K Sell
7,352
-96
-1% -$6.28K 0.05% 136
2025
Q2 		$465K Sell
7,448
-133
-2% -$8.19K 0.05% 135
2025
Q1 		$478K Buy
7,581
+543
+8% +$32.1K 0.06% 119
2024
Q4 		$383K Sell
7,038
-343
-5% -$19.5K 0.05% 123
2024
Q3 		$460K Sell
7,381
-560
-7% -$33.2K 0.06% 107
2024
Q2 		$437K Buy
7,941
+1,136
+17% +$64K 0.06% 98
2024
Q1 		$384K Buy
6,805
+1,438
+27% +$86.1K 0.06% 125
2023
Q4 		$348K Buy
5,367
+734
+16% +$42.3K 0.06% 131
2023
Q3 		$245K Buy
4,633
+775
+20% +$49.6K 0.04% 177
2023
Q2 		$255K Sell
3,858
-1,810
-32% -$126K 0.04% 171
2023
Q1 		$430K Sell
5,668
-863
-13% -$68.8K 0.08% 131
2022
Q4 		$500K Buy
6,531
+500
+8% +$37.6K 0.1% 125
2022
Q3 		$412K Buy
6,031
+99
+2% +$8.1K 0.09% 136
2022
Q2 		$481K Sell
5,932
-135
-2% -$10.9K 0.11% 140
2022
Q1 		$480K Buy
6,067
+2,440
+67% +$187K 0.09% 175
2021
Q4 		$291K Sell
3,627
-259
-7% -$19.8K 0.05% 242
2021
Q3 		$278K Buy
3,886
+535
+16% +$40.7K 0.05% 224
2021
Q2 		$245K Buy
3,351
+104
+3% +$7.61K 0.05% 219
2021
Q1 		$225K Buy
+3,247
New +$218K 0.05% 215
2020
Q3 		– Sell
-4,920
Closed -$326K – 208
2020
Q2 		$326K Buy
+4,920
New +$306K 0.12% 138

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
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
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
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Teamwork Financial Advisors's WPC Position: Q2 2026 in Review

Teamwork Financial Advisors reduced its W.P. Carey (WPC) stake by 3.9% in Q2 2026, selling an estimated $20.5K and leaving 6,931 shares worth $496K. The position accounts for 0.05% of the portfolio, ranked #129.

Teamwork Financial Advisors first reported a position in WPC in Q2 2020 and has held it in 23 quarters since. The position peaked at $500K in Q4 2022. 114 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Teamwork Financial Advisors held 6,931 shares of W.P. Carey worth $496K as of Q2 2026.
  • Teamwork Financial Advisors sold 280 W.P. Carey shares in Q2 2026, an estimated $20.5K.
  • W.P. Carey made up 0.05% of Teamwork Financial Advisors's portfolio in Q2 2026, its #129 holding.
  • Teamwork Financial Advisors first reported a position in W.P. Carey in Q2 2020 and has held it in 23 quarters since.
  • Teamwork Financial Advisors's W.P. Carey position peaked at $500K in Q4 2022.
  • 114 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.