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Compass Financial Management’s W.P. Carey WPC Stock Holding History

Compass Financial Management’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
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

Compass Financial Management's WPC Position: Q2 2026 in Review

Compass Financial Management 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.

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

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

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.