Rothwell Investment Advisors, LLC’s W.P. Carey WPC Stock Holding History

Rothwell Investment Advisors, 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	$163	Buy	+3	New	+$213	﹤0.01%	1104

Other funds holding WPC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Rothwell Investment Advisors, LLC's WPC Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in W.P. Carey (WPC) in Q3 2026: 3 shares worth $163. The stake represents ﹤0.01% of the portfolio and ranks #1104 among its holdings.

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

Rothwell Investment Advisors, LLC held 3 shares of W.P. Carey worth $163 as of Q3 2026.
W.P. Carey was a new Rothwell Investment Advisors, LLC position in Q3 2026.
W.P. Carey made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #1104 holding.
452 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.