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Titleist Asset Management’s W.P. Carey WPC Stock Holding History

Titleist Asset 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 		$209K Sell
2,923
-487
-14% -$35.7K 0.01% 400
2026
Q1 		$232K Sell
3,410
-113
-3% -$7.93K 0.02% 373
2025
Q4 		$227K Buy
+3,523
New +$235K 0.02% 356

Other funds holding WPC

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

Titleist Asset Management's WPC Position: Q2 2026 in Review

Titleist Asset Management reduced its W.P. Carey (WPC) stake by 14% in Q2 2026, selling an estimated $35.7K and leaving 2,923 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #400.

Titleist Asset Management first reported a position in WPC in Q4 2025 and has held it in 3 quarters since. The position peaked at $232K in Q1 2026. 150 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Titleist Asset Management held 2,923 shares of W.P. Carey worth $209K as of Q2 2026.
  • Titleist Asset Management sold 487 W.P. Carey shares in Q2 2026, an estimated $35.7K.
  • W.P. Carey made up 0.01% of Titleist Asset Management's portfolio in Q2 2026, its #400 holding.
  • Titleist Asset Management first reported a position in W.P. Carey in Q4 2025 and has held it in 3 quarters since.
  • Titleist Asset Management's W.P. Carey position peaked at $232K in Q1 2026.
  • 150 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Titleist Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.