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Wealthstar Advisors’s W.P. Carey WPC Stock Holding History

Wealthstar 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 		$1.11M Buy
15,496
+51
+0.3% +$3.74K 0.32% 52
2026
Q1 		$1.05M Buy
15,445
+52
+0.3% +$3.65K 0.49% 49
2025
Q4 		$991K Buy
15,393
+36
+0.2% +$2.4K 0.44% 47
2025
Q3 		$1.04M Buy
15,357
+67
+0.4% +$4.39K 0.41% 56
2025
Q2 		$954K Sell
15,290
-11
-0.1% -$677 0.36% 55
2025
Q1 		$966K Sell
15,301
-539
-3% -$31.9K 0.44% 52
2024
Q4 		$863K Buy
+15,840
New +$902K 0.37% 51
2024
Q2 		– Sell
-18,140
Closed -$1.02M – 140
2024
Q1 		$1.02M Sell
18,140
-3,692
-17% -$221K 0.36% 44
2023
Q4 		$1.41M Sell
21,832
-3,736
-15% -$215K 0.23% 29
2023
Q3 		$1.35M Sell
25,568
-334
-1% -$21.4K 0.52% 24
2023
Q2 		$1.71M Buy
25,902
+119
+0.5% +$8.27K 0.72% 19
2023
Q1 		$1.96M Sell
25,783
-46
-0.2% -$3.67K 0.74% 19
2022
Q4 		$1.98M Sell
25,829
-364
-1% -$27.3K 0.9% 17
2022
Q3 		$1.79M Sell
26,193
-74
-0.3% -$6.06K 0.85% 18
2022
Q2 		$2.13M Sell
26,267
-121
-0.5% -$9.76K 0.82% 20
2022
Q1 		$2.09M Buy
26,388
+56
+0.2% +$4.3K 0.77% 19
2021
Q4 		$2.12M Sell
26,332
-662
-2% -$50.7K 0.73% 20
2021
Q3 		$1.93M Sell
26,994
-371
-1% -$28.2K 0.58% 28
2021
Q2 		$2M Buy
+27,365
New +$2M 0.63% 23
2020
Q1 		$1.82M Sell
31,938
-2,104
-6% -$160K 1.28% 10
2019
Q4 		$2.67M Sell
34,042
-2,181
-6% -$183K 1.65% 9
2019
Q3 		$3.17M Sell
36,223
-171
-0.5% -$14.6K 1.77% 9
2019
Q2 		$2.89M Sell
36,394
-1,795
-5% -$142K 1.69% 9
2019
Q1 		$2.93M Buy
38,189
+73
+0.2% +$5.26K 1.8% 10
2018
Q4 		$2.44M Buy
38,116
+13,801
+57% +$898K 1.82% 10
2018
Q3 		$1.53M Buy
24,315
+1
+0% +$64 0.9% 11
2018
Q2 		$1.56M Sell
24,314
-127
-0.5% -$8.05K 0.48% 11
2018
Q1 		$1.48M Buy
+24,441
New +$1.5M 0.44% 12

Other funds holding WPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealthstar Advisors's WPC Position: Q2 2026 in Review

Wealthstar Advisors increased its W.P. Carey (WPC) stake by 0.33% in Q2 2026, buying an estimated $3.74K and bringing the position to 15,496 shares worth $1.11M. The position accounts for 0.32% of the portfolio, ranked #52.

Wealthstar Advisors first reported a position in WPC in Q1 2018 and has held it in 28 quarters since. The position peaked at $3.17M in Q3 2019. 900 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Wealthstar Advisors held 15,496 shares of W.P. Carey worth $1.11M as of Q2 2026.
  • Wealthstar Advisors bought 51 W.P. Carey shares in Q2 2026, an estimated $3.74K.
  • W.P. Carey made up 0.32% of Wealthstar Advisors's portfolio in Q2 2026, its #52 holding.
  • Wealthstar Advisors first reported a position in W.P. Carey in Q1 2018 and has held it in 28 quarters since.
  • Wealthstar Advisors's W.P. Carey position peaked at $3.17M in Q3 2019.
  • 900 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Wealthstar Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.