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Callan Family Office’s W.P. Carey WPC Stock Holding History

Callan Family Office’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 		$232K Sell
3,244
-243
-7% -$17.8K ﹤0.01% 1085
2026
Q1 		$237K Sell
3,487
-250
-7% -$17.5K 0.01% 1004
2025
Q4 		$241K Buy
3,737
+576
+18% +$38.4K 0.01% 993
2025
Q3 		$214K Buy
+3,161
New +$207K 0.01% 807

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 $3.38T AUM 44.17% 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

Callan Family Office's WPC Position: Q2 2026 in Review

Callan Family Office reduced its W.P. Carey (WPC) stake by 7% in Q2 2026, selling an estimated $17.8K and leaving 3,244 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #1085.

Callan Family Office first reported a position in WPC in Q3 2025 and has held it in 4 quarters since. The position peaked at $241K in Q4 2025. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Callan Family Office held 3,244 shares of W.P. Carey worth $232K as of Q2 2026.
  • Callan Family Office sold 243 W.P. Carey shares in Q2 2026, an estimated $17.8K.
  • W.P. Carey made up ﹤0.01% of Callan Family Office's portfolio in Q2 2026, its #1085 holding.
  • Callan Family Office first reported a position in W.P. Carey in Q3 2025 and has held it in 4 quarters since.
  • Callan Family Office's W.P. Carey position peaked at $241K in Q4 2025.
  • 905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.