RAFFA WEALTH MANAGEMENT, LLC’s W.P. Carey WPC Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$1K	Sell	14 -41	-75%	-$3K	﹤0.01%	1017
2026 Q1	$3.74K	Buy	55 +41	+293%	+$2.88K	﹤0.01%	604
2025 Q4	$901	Hold	14	–	–	﹤0.01%	946
2025 Q3	$946	Hold	14	–	–	﹤0.01%	907
2025 Q2	$873	Hold	14	–	–	﹤0.01%	905
2025 Q1	$884	Hold	14	–	–	﹤0.01%	859
2024 Q4	$763	Hold	14	–	–	﹤0.01%	926
2024 Q3	$872	Hold	14	–	–	﹤0.01%	876
2024 Q2	$771	Hold	14	–	–	﹤0.01%	967
2024 Q1	$790	Hold	14	–	–	﹤0.01%	949
2023 Q4	$907	Hold	14	–	–	﹤0.01%	848
2023 Q3	$757	Hold	14	–	–	﹤0.01%	858
2023 Q2	$946	Hold	14	–	–	﹤0.01%	813
2023 Q1	$1.08K	Hold	14	–	–	﹤0.01%	764
2022 Q4	$1.09K	Sell	14 -15	-52%	-$1.13K	﹤0.01%	755
2022 Q3	$1.95K	Hold	29	–	–	﹤0.01%	612
2022 Q2	$2.32K	Hold	29	–	–	﹤0.01%	569
2022 Q1	$2.26K	Sell	29 -9	-24%	-$690	﹤0.01%	607
2021 Q4	$3.04K	Buy	38 +8	+27%	+$612	﹤0.01%	549
2021 Q3	$2.12K	Hold	30	–	–	﹤0.01%	599
2021 Q2	$2.16K	Hold	30	–	–	﹤0.01%	606
2021 Q1	$2.05K	Buy	30 +2	+7%	+$134	﹤0.01%	631
2020 Q4	$1.91K	Buy	28 +11	+65%	+$735	﹤0.01%	569
2020 Q3	$1.11K	Buy	17 +3	+21%	+$202	﹤0.01%	645
2020 Q2	$947	Sell	14 -12	-46%	-$745	﹤0.01%	673
2020 Q1	$1.45K	Buy	26 +12	+86%	+$910	﹤0.01%	489
2019 Q4	$1.12K	Hold	14	–	–	﹤0.01%	583
2019 Q3	$1.25K	Buy	+14	New	+$1.19K	﹤0.01%	510
2019 Q2	–	Sell	-14	Closed	-$1.1K	–	1407
2019 Q1	$1.1K	Hold	14	–	–	﹤0.01%	529
2018 Q4	$915	Hold	14	–	–	﹤0.01%	574
2018 Q3	$900	Hold	14	–	–	﹤0.01%	663
2018 Q2	$929	Hold	14	–	–	﹤0.01%	632
2018 Q1	$868	Buy	+14	New	+$862	﹤0.01%	650

Other funds holding WPC

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's WPC Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its W.P. Carey (WPC) stake by 75% in Q2 2026, selling an estimated $3K and leaving 14 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in WPC in Q1 2018 and has held it in 33 quarters since. The position peaked at $3.74K in Q1 2026. 286 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 14 shares of W.P. Carey worth $1K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC sold 41 W.P. Carey shares in Q2 2026, an estimated $3K.
W.P. Carey made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1017 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in W.P. Carey in Q1 2018 and has held it in 33 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's W.P. Carey position peaked at $3.74K in Q1 2026.
286 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.