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COMPASS FINANCIAL MANAGEMENT LLC’s W.P. Carey WPC Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$20K Buy
+277
New +$20.3K ﹤0.01% 895

Other funds holding WPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's WPC Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in W.P. Carey (WPC) in Q2 2026: 277 shares worth $20K. The stake represents ﹤0.01% of the portfolio and ranks #895 among its holdings.

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

  • COMPASS FINANCIAL MANAGEMENT LLC held 277 shares of W.P. Carey worth $20K as of Q2 2026.
  • W.P. Carey was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • W.P. Carey made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #895 holding.
  • 708 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.