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

Berger 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 		$200K Buy
+2,804
New +$205K 0.01% 467
2024
Q4 		– Sell
-4,387
Closed -$273K – 436
2024
Q3 		$273K Buy
4,387
+20
+0.5% +$1.19K 0.02% 327
2024
Q2 		$240K Sell
4,367
-1,174
-21% -$66.2K 0.02% 327
2024
Q1 		$313K Sell
5,541
-1,023
-16% -$61.2K 0.03% 271
2023
Q4 		$425K Sell
6,564
-1,123
-15% -$64.7K 0.04% 182
2023
Q3 		$407K Sell
7,687
-128
-2% -$8.2K 0.05% 172
2023
Q2 		$517K Sell
7,815
-561
-7% -$39K 0.06% 153
2023
Q1 		$635K Sell
8,376
-3,508
-30% -$280K 0.08% 138
2022
Q4 		$910K Buy
+11,884
New +$893K 0.12% 109

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

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

Berger Financial Group opened a new position in W.P. Carey (WPC) in Q2 2026: 2,804 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #467 among its holdings. This is a return to the name: Berger Financial Group previously reported a position in WPC as recently as Q3 2024.

Berger Financial Group first reported a position in WPC in Q4 2022 and has held it in 9 quarters since. The position peaked at $910K in Q4 2022. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Berger Financial Group held 2,804 shares of W.P. Carey worth $200K as of Q2 2026.
  • W.P. Carey was a new Berger Financial Group position in Q2 2026.
  • W.P. Carey made up 0.01% of Berger Financial Group's portfolio in Q2 2026, its #467 holding.
  • Berger Financial Group first reported a position in W.P. Carey in Q4 2022 and has held it in 9 quarters since.
  • Berger Financial Group's W.P. Carey position peaked at $910K in Q4 2022.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

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