Thompson Investment Management’s W.P. Carey WPC Stock Holding History

Thompson Investment 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	$25K	Hold	349	–	–	﹤0.01%	357
2026 Q1	$23.7K	Hold	349	–	–	﹤0.01%	351
2025 Q4	$22.5K	Hold	349	–	–	﹤0.01%	360
2025 Q3	$23.6K	Hold	349	–	–	﹤0.01%	360
2025 Q2	$21.8K	Hold	349	–	–	﹤0.01%	359
2025 Q1	$22K	Hold	349	–	–	﹤0.01%	347
2024 Q4	$19K	Hold	349	–	–	﹤0.01%	363
2024 Q3	$21.7K	Hold	349	–	–	﹤0.01%	335
2024 Q2	$19.2K	Sell	349 -87	-20%	-$4.9K	﹤0.01%	340
2024 Q1	$24.6K	Hold	436	–	–	﹤0.01%	335
2023 Q4	$28.3K	Buy	436 +80	+22%	+$4.61K	﹤0.01%	274
2023 Q3	$18.9K	Hold	356	–	–	﹤0.01%	282
2023 Q2	$23.6K	Hold	356	–	–	﹤0.01%	280
2023 Q1	$27K	Buy	+356	New	+$28.4K	﹤0.01%	280

Other funds holding WPC

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

Thompson Investment Management's WPC Position: Q2 2026 in Review

Thompson Investment Management held its W.P. Carey (WPC) position steady in Q2 2026 at 349 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

Thompson Investment Management first reported a position in WPC in Q1 2023 and has held it in 14 quarters since. The position peaked at $28.3K in Q4 2023. 138 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Thompson Investment Management held 349 shares of W.P. Carey worth $25K as of Q2 2026.
Thompson Investment Management left its W.P. Carey share count unchanged in Q2 2026.
W.P. Carey made up ﹤0.01% of Thompson Investment Management's portfolio in Q2 2026, its #357 holding.
Thompson Investment Management first reported a position in W.P. Carey in Q1 2023 and has held it in 14 quarters since.
Thompson Investment Management's W.P. Carey position peaked at $28.3K in Q4 2023.
138 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Thompson Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.