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Clarion Wealth Managment Partners’s W.P. Carey WPC Stock Holding History

Clarion Wealth Managment Partners’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 		$1.3M Sell
18,133
-447
-2% -$32.8K 1.05% 23
2026
Q1 		$1.26M Sell
18,580
-932
-5% -$65.4K 1.14% 24
2025
Q4 		$1.26M Sell
19,512
-1,701
-8% -$113K 1.16% 21
2025
Q3 		$1.43M Buy
21,213
+129
+0.6% +$8.44K 1.41% 18
2025
Q2 		$1.32M Buy
+21,084
New +$1.3M 1.44% 17

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

Clarion Wealth Managment Partners's WPC Position: Q2 2026 in Review

Clarion Wealth Managment Partners reduced its W.P. Carey (WPC) stake by 2.4% in Q2 2026, selling an estimated $32.8K and leaving 18,133 shares worth $1.3M. The position accounts for 1.05% of the portfolio, ranked #23.

Clarion Wealth Managment Partners first reported a position in WPC in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.43M in Q3 2025. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Clarion Wealth Managment Partners held 18,133 shares of W.P. Carey worth $1.3M as of Q2 2026.
  • Clarion Wealth Managment Partners sold 447 W.P. Carey shares in Q2 2026, an estimated $32.8K.
  • W.P. Carey made up 1.05% of Clarion Wealth Managment Partners's portfolio in Q2 2026, its #23 holding.
  • Clarion Wealth Managment Partners first reported a position in W.P. Carey in Q2 2025 and has held it in 5 quarters since.
  • Clarion Wealth Managment Partners's W.P. Carey position peaked at $1.43M in Q3 2025.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Clarion Wealth Managment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.