STACKSTONE WEALTH, LLC’s W.P. Carey WPC Stock Holding History

STACKSTONE WEALTH, LLC’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	$347K	Buy	+5,370	New	+$381K	0.03%	256

Other funds holding WPC

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

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 Minnetonka, Minnesota $646M AUM 16.81% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

STACKSTONE WEALTH, LLC's WPC Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in W.P. Carey (WPC) in Q3 2026: 5,370 shares worth $347K. The stake represents 0.03% of the portfolio and ranks #256 among its holdings.

128 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

STACKSTONE WEALTH, LLC held 5,370 shares of W.P. Carey worth $347K as of Q3 2026.
W.P. Carey was a new STACKSTONE WEALTH, LLC position in Q3 2026.
W.P. Carey made up 0.03% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #256 holding.
128 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.