CWP
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Concord Wealth Partners’s W.P. Carey WPC Stock Holding History

Concord Wealth 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 		$64.9K Buy
+907
New +$66.5K 0.01% 330
2026
Q1 		– Sell
-1,232
Closed -$79.3K – 794
2025
Q4 		$79.3K Hold
1,232
– – 0.01% 281
2025
Q3 		$83.2K Sell
1,232
-823
-40% -$53.9K 0.01% 274
2025
Q2 		$128K Buy
2,055
+266
+15% +$16.4K 0.02% 246
2025
Q1 		$113K Hold
1,789
– – 0.02% 235
2024
Q4 		$97.5K Sell
1,789
-377
-17% -$21.5K 0.02% 253
2024
Q3 		$135K Sell
2,166
-266
-11% -$15.8K 0.02% 239
2024
Q2 		$134K Sell
2,432
-2,475
-50% -$139K 0.02% 223
2024
Q1 		$277K Sell
4,907
-1,540
-24% -$92.2K 0.05% 179
2023
Q4 		$418K Sell
6,447
-1,529
-19% -$88.1K 0.08% 143
2023
Q3 		$422K Sell
7,976
-741
-9% -$47.5K 0.09% 134
2023
Q2 		$577K Buy
8,717
+1,524
+21% +$106K 0.12% 102
2023
Q1 		$546K Sell
7,193
-1,535
-18% -$122K 0.15% 81
2022
Q4 		$668K Hold
8,728
– – 0.2% 70
2022
Q3 		$597K Hold
8,728
– – 0.19% 77
2022
Q2 		$708K Sell
8,728
-24
-0.3% -$1.94K 0.19% 74
2022
Q1 		$693K Sell
8,752
-243
-3% -$18.6K 0.18% 79
2021
Q4 		$723K Buy
8,995
+3,973
+79% +$304K 0.18% 71
2021
Q3 		$359K Sell
5,022
-3,980
-44% -$303K 0.15% 48
2021
Q2 		$658K Sell
9,002
-631
-7% -$46.2K 0.19% 51
2021
Q1 		$668K Sell
9,633
-12,010
-55% -$805K 0.23% 45
2020
Q4 		$1.5M Buy
+21,643
New +$1.45M 1.15% 14

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

Concord Wealth Partners's WPC Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in W.P. Carey (WPC) in Q2 2026: 907 shares worth $64.9K. The stake represents 0.01% of the portfolio and ranks #330 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in WPC as recently as Q4 2025.

Concord Wealth Partners first reported a position in WPC in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.5M in Q4 2020. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Concord Wealth Partners held 907 shares of W.P. Carey worth $64.9K as of Q2 2026.
  • W.P. Carey was a new Concord Wealth Partners position in Q2 2026.
  • W.P. Carey made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #330 holding.
  • Concord Wealth Partners first reported a position in W.P. Carey in Q4 2020 and has held it in 22 quarters since.
  • Concord Wealth Partners's W.P. Carey position peaked at $1.5M in Q4 2020.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.