Commonwealth Retirement Investments’s W.P. Carey WPC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$28.6K Buy
+400
New +$29.3K 0.01% 220
2026
Q1
– Sell
-400
Closed -$25.7K – 412
2025
Q4
$25.7K Buy
+400
New +$26.6K 0.01% 224

Other funds holding WPC

Commonwealth Retirement Investments's WPC Position: Q2 2026 in Review

Commonwealth Retirement Investments opened a new position in W.P. Carey (WPC) in Q2 2026: 400 shares worth $28.6K. The stake represents 0.01% of the portfolio and ranks #220 among its holdings. This is a return to the name: Commonwealth Retirement Investments previously reported a position in WPC as recently as Q4 2025.

Commonwealth Retirement Investments first reported a position in WPC in Q4 2025 and has held it in 2 quarters since. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Commonwealth Retirement Investments held 400 shares of W.P. Carey worth $28.6K as of Q2 2026.
  • W.P. Carey was a new Commonwealth Retirement Investments position in Q2 2026.
  • W.P. Carey made up 0.01% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #220 holding.
  • Commonwealth Retirement Investments first reported a position in W.P. Carey in Q4 2025 and has held it in 2 quarters since.
  • 905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.