YCM
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Yousif Capital Management’s W.P. Carey WPC Stock Holding History

Yousif Capital Management’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 		$5.01M Sell
70,006
-3,332
-5% -$244K 0.06% 313
2026
Q1 		$4.98M Sell
73,338
-3,373
-4% -$237K 0.06% 301
2025
Q4 		$5.36M Sell
76,711
-1,372
-2% -$91.4K 0.06% 291
2025
Q3 		$5.28M Sell
78,083
-5,083
-6% -$333K 0.06% 299
2025
Q2 		$5.19M Sell
83,166
-1,336
-2% -$82.3K 0.06% 305
2025
Q1 		$5.33M Sell
84,502
-1,530
-2% -$90.6K 0.06% 298
2024
Q4 		$4.69M Sell
86,032
-3,590
-4% -$205K 0.05% 337
2024
Q3 		$5.58M Sell
89,622
-11,227
-11% -$666K 0.06% 304
2024
Q2 		$5.55M Sell
100,849
-7,873
-7% -$444K 0.06% 294
2024
Q1 		$6.14M Sell
108,722
-1,969
-2% -$118K 0.07% 282
2023
Q4 		$7.17M Buy
110,691
+99,820
+918% +$5.75M 0.08% 222
2023
Q3 		$576K Sell
10,871
-5
-0% -$320 0.01% 1416
2023
Q2 		$720K Buy
10,876
+189
+2% +$13.1K 0.01% 1320
2023
Q1 		$811K Buy
10,687
+72
+0.7% +$5.74K 0.01% 1255
2022
Q4 		$813K Buy
10,615
+1,153
+12% +$86.6K 0.01% 1278
2022
Q3 		$647K Sell
9,462
-622
-6% -$50.9K 0.01% 1401
2022
Q2 		$818K Sell
10,084
-1,920
-16% -$155K 0.01% 1332
2022
Q1 		$950K Buy
12,004
+693
+6% +$53.2K 0.01% 1368
2021
Q4 		$909K Buy
+11,311
New +$866K 0.01% 1415

Other funds holding WPC

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TA
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
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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Yousif Capital Management's WPC Position: Q2 2026 in Review

Yousif Capital Management reduced its W.P. Carey (WPC) stake by 4.5% in Q2 2026, selling an estimated $244K and leaving 70,006 shares worth $5.01M. The position accounts for 0.06% of the portfolio, ranked #313.

Yousif Capital Management first reported a position in WPC in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.17M in Q4 2023. 124 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Yousif Capital Management held 70,006 shares of W.P. Carey worth $5.01M as of Q2 2026.
  • Yousif Capital Management sold 3,332 W.P. Carey shares in Q2 2026, an estimated $244K.
  • W.P. Carey made up 0.06% of Yousif Capital Management's portfolio in Q2 2026, its #313 holding.
  • Yousif Capital Management first reported a position in W.P. Carey in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's W.P. Carey position peaked at $7.17M in Q4 2023.
  • 124 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.