Tectonic Advisors’s W.P. Carey WPC Stock Holding History

Tectonic 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	$13.8M	Buy	193,656 +9,682	+5%	+$710K	0.67%	43
2026 Q1	$12.5M	Buy	183,974 +9,476	+5%	+$665K	0.66%	47
2025 Q4	$11.2M	Buy	174,498 +11,467	+7%	+$764K	0.59%	49
2025 Q3	$11M	Buy	+163,031	New	+$10.7M	0.6%	47
2023 Q3	–	Sell	-55,210	Closed	-$3.65M	–	291
2023 Q2	$3.65M	Buy	55,210 +9,131	+20%	+$635K	0.45%	51
2023 Q1	$3.5M	Buy	46,079 +9,555	+26%	+$761K	0.48%	45
2022 Q4	$2.8M	Buy	36,524 +8,478	+30%	+$637K	0.43%	48
2022 Q3	$1.92M	Buy	28,046 +5,735	+26%	+$469K	0.35%	57
2022 Q2	$1.81M	Buy	22,311 +4,602	+26%	+$371K	0.33%	53
2022 Q1	$1.4M	Buy	17,709 +3,361	+23%	+$258K	0.24%	69
2021 Q4	$1.15M	Buy	14,348 +6,910	+93%	+$529K	0.21%	71
2021 Q3	$532K	Buy	7,438 +2,960	+66%	+$225K	0.1%	111
2021 Q2	$327K	Buy	4,478 +683	+18%	+$50K	0.07%	136
2021 Q1	$263K	Buy	+3,795	New	+$254K	0.07%	143

Other funds holding WPC

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Tectonic Advisors's WPC Position: Q2 2026 in Review

Tectonic Advisors increased its W.P. Carey (WPC) stake by 5.3% in Q2 2026, buying an estimated $710K and bringing the position to 193,656 shares worth $13.8M. The position accounts for 0.67% of the portfolio, ranked #43.

Tectonic Advisors first reported a position in WPC in Q1 2021 and has held it in 14 quarters since. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Tectonic Advisors held 193,656 shares of W.P. Carey worth $13.8M as of Q2 2026.
Tectonic Advisors bought 9,682 W.P. Carey shares in Q2 2026, an estimated $710K.
W.P. Carey made up 0.67% of Tectonic Advisors's portfolio in Q2 2026, its #43 holding.
Tectonic Advisors first reported a position in W.P. Carey in Q1 2021 and has held it in 14 quarters since.
902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Tectonic Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.