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Atomi Financial Group’s W.P. Carey WPC Stock Holding History

Atomi Financial Group’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 		$749K Buy
10,482
+67
+0.6% +$4.91K 0.02% 587
2026
Q1 		$708K Sell
10,415
-112
-1% -$7.86K 0.02% 558
2025
Q4 		$678K Buy
10,527
+292
+3% +$19.4K 0.02% 559
2025
Q3 		$692K Buy
10,235
+699
+7% +$45.8K 0.02% 508
2025
Q2 		$595K Buy
9,536
+1,260
+15% +$77.6K 0.02% 517
2025
Q1 		$522K Buy
8,276
+2,313
+39% +$137K 0.02% 519
2024
Q4 		$325K Sell
5,963
-1,961
-25% -$112K 0.02% 684
2024
Q3 		$494K Buy
7,924
+1,707
+27% +$101K 0.03% 454
2024
Q2 		$342K Buy
6,217
+1,956
+46% +$110K 0.03% 537
2024
Q1 		$240K Buy
+4,261
New +$255K 0.02% 613
2023
Q2 		– Sell
-6,287
Closed -$477K – 288
2023
Q1 		$477K Buy
+6,287
New +$501K 0.27% 101

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

Atomi Financial Group's WPC Position: Q2 2026 in Review

Atomi Financial Group increased its W.P. Carey (WPC) stake by 0.64% in Q2 2026, buying an estimated $4.91K and bringing the position to 10,482 shares worth $749K. The position accounts for 0.02% of the portfolio, ranked #587.

Atomi Financial Group first reported a position in WPC in Q1 2023 and has held it in 11 quarters since. 903 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Atomi Financial Group held 10,482 shares of W.P. Carey worth $749K as of Q2 2026.
  • Atomi Financial Group bought 67 W.P. Carey shares in Q2 2026, an estimated $4.91K.
  • W.P. Carey made up 0.02% of Atomi Financial Group's portfolio in Q2 2026, its #587 holding.
  • Atomi Financial Group first reported a position in W.P. Carey in Q1 2023 and has held it in 11 quarters since.
  • 903 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.