Winch Advisory Services’s W.P. Carey WPC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$98.6K Buy
1,379
+17
+1% +$1.25K 0.02% 147
2026
Q1
$92.5K Buy
1,362
+18
+1% +$1.26K 0.02% 137
2025
Q4
$86.5K Buy
1,344
+18
+1% +$1.2K 0.02% 140
2025
Q3
$89.6K Buy
1,326
+19
+1% +$1.24K 0.02% 136
2025
Q2
$81.5K Buy
1,307
+19
+1% +$1.17K 0.02% 135
2025
Q1
$81.3K Buy
1,288
+20
+2% +$1.18K 0.02% 129
2024
Q4
$69.1K Buy
+1,268
New +$72.2K 0.02% 139
2015
Q2
Sell
-615
Closed -$41K 350
2015
Q1
$41K Buy
+615
New +$42.3K 0.02% 90
2014
Q4
Sell
-597
Closed -$37K 178
2014
Q3
$37K Buy
597
+8
+1% +$524 0.02% 80
2014
Q2
$37K Buy
589
+8
+1% +$488 0.02% 102
2014
Q1
$34K Buy
+581
New +$35.1K 0.02% 117

Other funds holding WPC

Winch Advisory Services's WPC Position: Q2 2026 in Review

Winch Advisory Services increased its W.P. Carey (WPC) stake by 1.2% in Q2 2026, buying an estimated $1.25K and bringing the position to 1,379 shares worth $98.6K. The position accounts for 0.02% of the portfolio, ranked #147.

Winch Advisory Services first reported a position in WPC in Q1 2014 and has held it in 11 quarters since. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Winch Advisory Services held 1,379 shares of W.P. Carey worth $98.6K as of Q2 2026.
  • Winch Advisory Services bought 17 W.P. Carey shares in Q2 2026, an estimated $1.25K.
  • W.P. Carey made up 0.02% of Winch Advisory Services's portfolio in Q2 2026, its #147 holding.
  • Winch Advisory Services first reported a position in W.P. Carey in Q1 2014 and has held it in 11 quarters since.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.