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Concurrent Investment Advisors’s W.P. Carey WPC Stock Holding History

Concurrent Investment Advisors’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 		$988K Buy
13,818
+148
+1% +$10.8K 0.01% 1015
2026
Q1 		$929K Sell
13,670
-297
-2% -$20.8K 0.01% 905
2025
Q4 		$899K Sell
13,967
-805
-5% -$53.6K 0.01% 883
2025
Q3 		$998K Sell
14,772
-2,119
-13% -$139K 0.02% 655
2025
Q2 		$1.05M Buy
16,891
+38
+0.2% +$2.34K 0.02% 580
2025
Q1 		$1.06M Buy
16,853
+5,322
+46% +$315K 0.03% 536
2024
Q4 		$628K Buy
11,531
+293
+3% +$16.7K 0.02% 615
2024
Q3 		$700K Buy
11,238
+85
+0.8% +$5.04K 0.02% 545
2024
Q2 		$614K Buy
11,153
+428
+4% +$24.1K 0.02% 536
2024
Q1 		$605K Sell
10,725
-236
-2% -$14.1K 0.02% 491
2023
Q4 		$710K Buy
+10,961
New +$631K 0.03% 406

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's WPC Position: Q2 2026 in Review

Concurrent Investment Advisors increased its W.P. Carey (WPC) stake by 1.1% in Q2 2026, buying an estimated $10.8K and bringing the position to 13,818 shares worth $988K. The position accounts for 0.01% of the portfolio, ranked #1015.

Concurrent Investment Advisors first reported a position in WPC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.06M in Q1 2025. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Concurrent Investment Advisors held 13,818 shares of W.P. Carey worth $988K as of Q2 2026.
  • Concurrent Investment Advisors bought 148 W.P. Carey shares in Q2 2026, an estimated $10.8K.
  • W.P. Carey made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1015 holding.
  • Concurrent Investment Advisors first reported a position in W.P. Carey in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's W.P. Carey position peaked at $1.06M in Q1 2025.
  • 905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.