Allie Family Office’s W.P. Carey WPC Stock Holding History

Allie Family Office’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	$200K	Buy	+2,800	New	+$205K	0.07%	103
2023 Q2	–	Sell	-2,859	Closed	-$217K	–	81
2023 Q1	$217K	Hold	2,859	–	–	0.16%	67
2022 Q4	$219K	Buy	+2,859	New	+$215K	0.18%	69
2022 Q3	–	Sell	-2,859	Closed	-$232K	–	77
2022 Q2	$232K	Buy	+2,859	New	+$231K	0.19%	64

Other funds holding WPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Allie Family Office's WPC Position: Q2 2026 in Review

Allie Family Office opened a new position in W.P. Carey (WPC) in Q2 2026: 2,800 shares worth $200K. The stake represents 0.07% of the portfolio and ranks #103 among its holdings. This is a return to the name: Allie Family Office previously reported a position in WPC as recently as Q1 2023.

Allie Family Office first reported a position in WPC in Q2 2022 and has held it in 4 quarters since. The position peaked at $232K in Q2 2022. 903 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Allie Family Office held 2,800 shares of W.P. Carey worth $200K as of Q2 2026.
W.P. Carey was a new Allie Family Office position in Q2 2026.
W.P. Carey made up 0.07% of Allie Family Office's portfolio in Q2 2026, its #103 holding.
Allie Family Office first reported a position in W.P. Carey in Q2 2022 and has held it in 4 quarters since.
Allie Family Office's W.P. Carey position peaked at $232K in Q2 2022.
903 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Allie Family Office's 13F filing for Q2 2026, filed 13 Aug 2026.