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James T. Borello RIA’s W.P. Carey WPC Stock Holding History

James T. Borello RIA’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 		$65 Sell
1
-2
-67% -$142 ﹤0.01% 1236
2026
Q2 		$215 Buy
3
+2
+200% +$147 ﹤0.01% 1116
2026
Q1 		$68 Sell
1
-3
-75% -$210 ﹤0.01% 1193
2025
Q4 		$257 Sell
4
-14
-78% -$932 ﹤0.01% 994
2025
Q3 		$1.22K Buy
+18
New +$1.18K ﹤0.01% 786

Other funds holding WPC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Advocate Group
Advocate Group Minnetonka, Minnesota $646M AUM 16.81% 1-Year Est. Return
Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

James T. Borello RIA's WPC Position: Q3 2026 in Review

James T. Borello RIA reduced its W.P. Carey (WPC) stake by 67% in Q3 2026, selling an estimated $142 and leaving 1 share worth $65. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

James T. Borello RIA first reported a position in WPC in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.22K in Q3 2025. 122 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • James T. Borello RIA held 1 share of W.P. Carey worth $65 as of Q3 2026.
  • James T. Borello RIA sold 2 W.P. Carey shares in Q3 2026, an estimated $142.
  • W.P. Carey made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1236 holding.
  • James T. Borello RIA first reported a position in W.P. Carey in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's W.P. Carey position peaked at $1.22K in Q3 2025.
  • 122 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.