VVP
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Venture Visionary Partners’s W.P. Carey WPC Stock Holding History

Venture Visionary Partners’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
Q3 		$209K Sell
3,232
-5,267
-62% -$374K 0.01% 655
2026
Q2 		$608K Sell
8,499
-3,476
-29% -$255K 0.02% 439
2026
Q1 		$814K Buy
11,975
+2,007
+20% +$141K 0.03% 347
2025
Q4 		$653K Buy
+9,968
New +$664K 0.02% 382
2025
Q3 		– Sell
-3,520
Closed -$220K – 685
2025
Q2 		$220K Sell
3,520
-174
-5% -$10.7K 0.01% 543
2025
Q1 		$233K Buy
+3,694
New +$219K 0.01% 505
2024
Q4 		– Sell
-3,220
Closed -$201K – 582
2024
Q3 		$201K Buy
+3,220
New +$191K 0.01% 519
2024
Q2 		– Sell
-4,144
Closed -$234K – 593
2024
Q1 		$234K Buy
4,144
+574
+16% +$34.4K 0.01% 498
2023
Q4 		$231K Buy
+3,570
New +$206K 0.01% 469
2022
Q4 		– Sell
-4,946
Closed -$338K – 502
2022
Q3 		$338K Sell
4,946
-510
-9% -$41.7K 0.03% 354
2022
Q2 		$443K Hold
5,456
– – 0.03% 318
2022
Q1 		$432K Hold
5,456
– – 0.03% 344
2021
Q4 		$438K Hold
5,456
– – 0.03% 345
2021
Q3 		$390K Hold
5,456
– – 0.03% 357
2021
Q2 		$398K Buy
+5,456
New +$399K 0.03% 344

Other funds holding WPC

AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Venture Visionary Partners's WPC Position: Q3 2026 in Review

Venture Visionary Partners reduced its W.P. Carey (WPC) stake by 62% in Q3 2026, selling an estimated $374K and leaving 3,232 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #655.

Venture Visionary Partners first reported a position in WPC in Q2 2021 and has held it in 15 quarters since. The position peaked at $814K in Q1 2026. 35 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Venture Visionary Partners held 3,232 shares of W.P. Carey worth $209K as of Q3 2026.
  • Venture Visionary Partners sold 5,267 W.P. Carey shares in Q3 2026, an estimated $374K.
  • W.P. Carey made up 0.01% of Venture Visionary Partners's portfolio in Q3 2026, its #655 holding.
  • Venture Visionary Partners first reported a position in W.P. Carey in Q2 2021 and has held it in 15 quarters since.
  • Venture Visionary Partners's W.P. Carey position peaked at $814K in Q1 2026.
  • 35 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.