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

BCO 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 		– Sell
-2,850
Closed -$204K – 44
2026
Q2 		$204K Buy
+2,850
New +$209K 0.11% 42

Other funds holding WPC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

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

BCO Wealth Management sold out of W.P. Carey (WPC) in Q3 2026, closing a stake of 2,850 shares — an estimated $204K sold.

BCO Wealth Management first reported a position in WPC in Q2 2026 and held it in 1 quarter. The position peaked at $204K in Q2 2026. 297 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • BCO Wealth Management reported no remaining W.P. Carey position as of Q3 2026 after selling out during the quarter.
  • BCO Wealth Management sold 2,850 W.P. Carey shares in Q3 2026, an estimated $204K.
  • BCO Wealth Management first reported a position in W.P. Carey in Q2 2026 and held it in 1 quarter.
  • BCO Wealth Management's W.P. Carey position peaked at $204K in Q2 2026.
  • 297 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on BCO Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.