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

Valeo 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 		$462K Buy
6,455
+280
+5% +$20.5K 0.01% 471
2026
Q1 		$420K Buy
6,175
+236
+4% +$16.6K 0.01% 454
2025
Q4 		$382K Buy
5,939
+281
+5% +$18.7K 0.01% 541
2025
Q3 		$382K Buy
5,658
+82
+1% +$5.37K 0.01% 528
2025
Q2 		$348K Sell
5,576
-141
-2% -$8.68K 0.01% 529
2025
Q1 		$361K Buy
5,717
+320
+6% +$18.9K 0.01% 488
2024
Q4 		$294K Buy
5,397
+11
+0.2% +$627 0.01% 544
2024
Q3 		$336K Hold
5,386
– – 0.01% 509
2024
Q2 		$297K Hold
5,386
– – 0.01% 519
2024
Q1 		$304K Hold
5,386
– – 0.01% 498
2023
Q4 		$349K Sell
5,386
-113
-2% -$6.51K 0.01% 449
2023
Q3 		$291K Hold
5,499
– – 0.01% 469
2023
Q2 		$364K Hold
5,499
– – 0.02% 383
2023
Q1 		$417K Hold
5,499
– – 0.02% 369
2022
Q4 		$421K Sell
5,499
-109
-2% -$8.19K 0.02% 307
2022
Q3 		$383K Sell
5,608
-59
-1% -$4.83K 0.02% 296
2022
Q2 		$460K Buy
5,667
+38
+0.7% +$3.07K 0.03% 267
2022
Q1 		$446K Hold
5,629
– – 0.02% 354
2021
Q4 		$452K Buy
+5,629
New +$431K 0.02% 330
2020
Q3 		– Sell
-1
Closed – – 2171
2020
Q2 		$0 Buy
+1
New +$62 ﹤0.01% 2174
2020
Q1 		– Sell
-306
Closed -$24K – 1934
2019
Q4 		$24K Buy
+306
New +$25.6K ﹤0.01% 876
2019
Q2 		– Sell
-248
Closed -$19K – 1672
2019
Q1 		$19K Sell
248
-102
-29% -$7.35K ﹤0.01% 813
2018
Q4 		$22K Buy
350
+248
+243% +$16.1K ﹤0.01% 690
2018
Q3 		$7K Sell
102
-1,225
-92% -$78.8K ﹤0.01% 1100
2018
Q2 		$84K Buy
+1,327
New +$84.1K 0.01% 438

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

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

Valeo Financial Advisors increased its W.P. Carey (WPC) stake by 4.5% in Q2 2026, buying an estimated $20.5K and bringing the position to 6,455 shares worth $462K. The position accounts for 0.01% of the portfolio, ranked #471.

Valeo Financial Advisors first reported a position in WPC in Q2 2018 and has held it in 25 quarters since. 158 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Valeo Financial Advisors held 6,455 shares of W.P. Carey worth $462K as of Q2 2026.
  • Valeo Financial Advisors bought 280 W.P. Carey shares in Q2 2026, an estimated $20.5K.
  • W.P. Carey made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #471 holding.
  • Valeo Financial Advisors first reported a position in W.P. Carey in Q2 2018 and has held it in 25 quarters since.
  • 158 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

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