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

Beaird Harris 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 		$215 Hold
3
– – ﹤0.01% 653
2026
Q1 		$204 Sell
3
-300
-99% -$21K ﹤0.01% 631
2025
Q4 		$19.5K Buy
303
+300
+10,000% +$20K ﹤0.01% 342
2025
Q3 		$203 Buy
+3
New +$196 ﹤0.01% 668

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

Beaird Harris Wealth Management's WPC Position: Q2 2026 in Review

Beaird Harris Wealth Management held its W.P. Carey (WPC) position steady in Q2 2026 at 3 shares worth $215. The position accounts for ﹤0.01% of the portfolio, ranked #653.

Beaird Harris Wealth Management first reported a position in WPC in Q3 2025 and has held it in 4 quarters since. The position peaked at $19.5K in Q4 2025. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Beaird Harris Wealth Management held 3 shares of W.P. Carey worth $215 as of Q2 2026.
  • Beaird Harris Wealth Management left its W.P. Carey share count unchanged in Q2 2026.
  • W.P. Carey made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #653 holding.
  • Beaird Harris Wealth Management first reported a position in W.P. Carey in Q3 2025 and has held it in 4 quarters since.
  • Beaird Harris Wealth Management's W.P. Carey position peaked at $19.5K in Q4 2025.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.