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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
Q2 		$204K Buy
+2,850
New +$209K 0.11% 42

Other funds holding WPC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

BCO Wealth Management opened a new position in W.P. Carey (WPC) in Q2 2026: 2,850 shares worth $204K. The stake represents 0.11% of the portfolio and ranks #42 among its holdings.

273 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • BCO Wealth Management held 2,850 shares of W.P. Carey worth $204K as of Q2 2026.
  • W.P. Carey was a new BCO Wealth Management position in Q2 2026.
  • W.P. Carey made up 0.11% of BCO Wealth Management's portfolio in Q2 2026, its #42 holding.
  • 273 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on BCO Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.