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

Activest 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
Q2 		$215 Buy
3
+1
+50% +$73 ﹤0.01% 1157
2026
Q1 		$136 Buy
+2
New +$140 ﹤0.01% 1137
2025
Q4 		– Sell
-1
Closed -$68 – 1320
2025
Q3 		$68 Hold
1
– – ﹤0.01% 1079
2025
Q2 		$62 Buy
+1
New +$62 ﹤0.01% 989

Other funds holding WPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Activest Wealth Management's WPC Position: Q2 2026 in Review

Activest Wealth Management increased its W.P. Carey (WPC) stake by 50% in Q2 2026, buying an estimated $73 and bringing the position to 3 shares worth $215. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

Activest Wealth Management first reported a position in WPC in Q2 2025 and has held it in 4 quarters since. 903 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Activest Wealth Management held 3 shares of W.P. Carey worth $215 as of Q2 2026.
  • Activest Wealth Management bought 1 W.P. Carey share in Q2 2026, an estimated $73.
  • W.P. Carey made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1157 holding.
  • Activest Wealth Management first reported a position in W.P. Carey in Q2 2025 and has held it in 4 quarters since.
  • 903 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

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