Accurate Wealth Management
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Accurate Wealth Management’s W.P. Carey WPC Stock Holding History

Accurate Wealth 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
Q3 		$592K Buy
9,289
+2,198
+31% +$156K 0.05% 343
2026
Q2 		$508K Buy
7,091
+1,484
+26% +$109K 0.05% 346
2026
Q1 		$402K Buy
5,607
+819
+17% +$57.4K 0.05% 361
2025
Q4 		$318K Buy
4,788
+379
+9% +$25.2K 0.04% 393
2025
Q3 		$298K Sell
4,409
-377
-8% -$24.7K 0.04% 395
2025
Q2 		$299K Buy
4,786
+20
+0.4% +$1.23K 0.05% 353
2025
Q1 		$276K Buy
4,766
+490
+11% +$29K 0.05% 305
2024
Q4 		$230K Buy
4,276
+101
+2% +$5.75K 0.04% 343
2024
Q3 		$249K Buy
4,175
+277
+7% +$16.4K 0.05% 318
2024
Q2 		$227K Sell
3,898
-15
-0.4% -$845 0.05% 296
2024
Q1 		$220K Buy
3,913
+208
+6% +$12.4K 0.06% 270
2023
Q4 		$247K Sell
3,705
-375
-9% -$21.6K 0.08% 235
2023
Q3 		$222K Buy
4,080
+612
+18% +$39.2K 0.07% 242
2023
Q2 		$235K Buy
3,468
+165
+5% +$11.5K 0.07% 237
2023
Q1 		$241K Buy
3,303
+429
+15% +$34.2K 0.08% 216
2022
Q4 		$226K Sell
2,874
-659
-19% -$49.5K 0.08% 199
2022
Q3 		$246K Buy
+3,533
New +$289K 0.1% 156

Other funds holding WPC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Accurate Wealth Management's WPC Position: Q3 2026 in Review

Accurate Wealth Management increased its W.P. Carey (WPC) stake by 31% in Q3 2026, buying an estimated $156K and bringing the position to 9,289 shares worth $592K. The position accounts for 0.05% of the portfolio, ranked #343.

Accurate Wealth Management first reported a position in WPC in Q3 2022 and has held it in 17 quarters since. 748 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Accurate Wealth Management held 9,289 shares of W.P. Carey worth $592K as of Q3 2026.
  • Accurate Wealth Management bought 2,198 W.P. Carey shares in Q3 2026, an estimated $156K.
  • W.P. Carey made up 0.05% of Accurate Wealth Management's portfolio in Q3 2026, its #343 holding.
  • Accurate Wealth Management first reported a position in W.P. Carey in Q3 2022 and has held it in 17 quarters since.
  • 748 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.