Blueline Advisors’s W.P. Carey WPC Stock Holding History

Blueline Advisors’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	$22.2K	Hold	311	–	–	0.02%	147
2026 Q1	$21.1K	Hold	311	–	–	0.02%	140
2025 Q4	$20K	Buy	+311	New	+$20.7K	0.02%	126

Other funds holding WPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Blueline Advisors's WPC Position: Q2 2026 in Review

Blueline Advisors held its W.P. Carey (WPC) position steady in Q2 2026 at 311 shares worth $22.2K. The position accounts for 0.02% of the portfolio, ranked #147.

Blueline Advisors first reported a position in WPC in Q4 2025 and has held it in 3 quarters since. 897 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Blueline Advisors held 311 shares of W.P. Carey worth $22.2K as of Q2 2026.
Blueline Advisors left its W.P. Carey share count unchanged in Q2 2026.
W.P. Carey made up 0.02% of Blueline Advisors's portfolio in Q2 2026, its #147 holding.
Blueline Advisors first reported a position in W.P. Carey in Q4 2025 and has held it in 3 quarters since.
897 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Blueline Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.