Barlow Wealth Partners’s W.P. Carey WPC Stock Holding History

Barlow Wealth Partners’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	$269K	Hold	4,206	–	–	0.03%	125
2026 Q2	$297K	Hold	4,206	–	–	0.03%	122
2026 Q1	$311K	Hold	4,206	–	–	0.03%	110
2025 Q4	$280K	Hold	4,206	–	–	0.03%	113
2025 Q3	$285K	Hold	4,206	–	–	0.03%	108
2025 Q2	$266K	Sell	4,206 -843	-17%	-$51.9K	0.03%	114
2025 Q1	$306K	Hold	5,049	–	–	0.04%	99
2024 Q4	$274K	Hold	5,049	–	–	0.03%	113
2024 Q3	$303K	Hold	5,049	–	–	0.04%	112
2024 Q2	$295K	Hold	5,049	–	–	0.04%	116
2024 Q1	$278K	Hold	5,049	–	–	0.04%	118
2023 Q4	$327K	Buy	+5,049	New	+$291K	0.05%	103

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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Barlow Wealth Partners's WPC Position: Q3 2026 in Review

Barlow Wealth Partners held its W.P. Carey (WPC) position steady in Q3 2026 at 4,206 shares worth $269K. The position accounts for 0.03% of the portfolio, ranked #125.

Barlow Wealth Partners first reported a position in WPC in Q4 2023 and has held it in 12 quarters since. The position peaked at $327K in Q4 2023. 547 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

Barlow Wealth Partners held 4,206 shares of W.P. Carey worth $269K as of Q3 2026.
Barlow Wealth Partners left its W.P. Carey share count unchanged in Q3 2026.
W.P. Carey made up 0.03% of Barlow Wealth Partners's portfolio in Q3 2026, its #125 holding.
Barlow Wealth Partners first reported a position in W.P. Carey in Q4 2023 and has held it in 12 quarters since.
Barlow Wealth Partners's W.P. Carey position peaked at $327K in Q4 2023.
547 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Barlow Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.