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Valued Wealth Advisors’s W.P. Carey WPC Stock Holding History

Valued Wealth 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 		$797 Hold
11
– – ﹤0.01% 806
2026
Q1 		$758 Hold
11
– – ﹤0.01% 645
2025
Q4 		$719 Hold
11
– – ﹤0.01% 503
2025
Q3 		$754 Hold
11
– – ﹤0.01% 484
2025
Q2 		$697 Hold
11
– – ﹤0.01% 488
2025
Q1 		$704 Hold
11
– – ﹤0.01% 517
2024
Q4 		$609 Hold
11
– – ﹤0.01% 534
2024
Q3 		$695 Buy
+11
New +$652 ﹤0.01% 506

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 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

Valued Wealth Advisors's WPC Position: Q2 2026 in Review

Valued Wealth Advisors held its W.P. Carey (WPC) position steady in Q2 2026 at 11 shares worth $797. The position accounts for ﹤0.01% of the portfolio, ranked #806.

Valued Wealth Advisors first reported a position in WPC in Q3 2024 and has held it in 8 quarters since. 224 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Valued Wealth Advisors held 11 shares of W.P. Carey worth $797 as of Q2 2026.
  • Valued Wealth Advisors left its W.P. Carey share count unchanged in Q2 2026.
  • W.P. Carey made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #806 holding.
  • Valued Wealth Advisors first reported a position in W.P. Carey in Q3 2024 and has held it in 8 quarters since.
  • 224 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.