Waldron Private Wealth’s W.P. Carey WPC Stock Holding History

Waldron Private Wealth’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	$861K	Hold	12,041	–	–	0.03%	161
2026 Q1	$818K	Sell	12,041 -18,033	-60%	-$1.26M	0.03%	166
2025 Q4	$1.94M	Hold	30,074	–	–	0.08%	92
2025 Q3	$2.06M	Hold	30,074	–	–	0.08%	90
2025 Q2	$1.9M	Hold	30,074	–	–	0.08%	90
2025 Q1	$1.92M	Buy	+30,074	New	+$1.78M	0.09%	86

Other funds holding WPC

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

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 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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Waldron Private Wealth's WPC Position: Q2 2026 in Review

Waldron Private Wealth held its W.P. Carey (WPC) position steady in Q2 2026 at 12,041 shares worth $861K. The position accounts for 0.03% of the portfolio, ranked #161.

Waldron Private Wealth first reported a position in WPC in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.06M in Q3 2025. 176 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Waldron Private Wealth held 12,041 shares of W.P. Carey worth $861K as of Q2 2026.
Waldron Private Wealth left its W.P. Carey share count unchanged in Q2 2026.
W.P. Carey made up 0.03% of Waldron Private Wealth's portfolio in Q2 2026, its #161 holding.
Waldron Private Wealth first reported a position in W.P. Carey in Q1 2025 and has held it in 6 quarters since.
Waldron Private Wealth's W.P. Carey position peaked at $2.06M in Q3 2025.
176 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.