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Coppell Advisory Solutions’s W.P. Carey WPC Stock Holding History

Coppell Advisory Solutions’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 		$907K Buy
+8,327
New +$610K 0.07% 203
2026
Q1 		– Sell
-4,136
Closed -$270K – 377
2025
Q4 		$270K Sell
4,136
-40
-1% -$2.66K 0.03% 346
2025
Q3 		$284K Sell
4,176
-51
-1% -$3.34K 0.03% 334
2025
Q2 		$266K Sell
4,227
-99
-2% -$6.1K 0.03% 314
2025
Q1 		$264K Sell
4,326
-859
-17% -$50.8K 0.04% 281
2024
Q4 		$283K Sell
5,185
-69
-1% -$3.93K 0.04% 226
2024
Q3 		$330K Buy
5,254
+1,164
+28% +$69K 0.05% 207
2024
Q2 		$225K Buy
+4,090
New +$231K 0.04% 238
2023
Q4 		$236K Sell
3,640
-500
-12% -$28.8K 0.05% 243
2023
Q3 		$317K Buy
4,140
+117
+3% +$7.5K 0.11% 133
2023
Q2 		$266K Buy
4,023
+106
+3% +$7.37K 0.08% 160
2023
Q1 		$296K Sell
3,917
-223
-5% -$17.8K 0.1% 160
2022
Q4 		$317K Buy
+4,140
New +$311K 0.11% 135

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

Coppell Advisory Solutions's WPC Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in W.P. Carey (WPC) in Q2 2026: 8,327 shares worth $907K. The stake represents 0.07% of the portfolio and ranks #203 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in WPC as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in WPC in Q4 2022 and has held it in 13 quarters since. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Coppell Advisory Solutions held 8,327 shares of W.P. Carey worth $907K as of Q2 2026.
  • W.P. Carey was a new Coppell Advisory Solutions position in Q2 2026.
  • W.P. Carey made up 0.07% of Coppell Advisory Solutions's portfolio in Q2 2026, its #203 holding.
  • Coppell Advisory Solutions first reported a position in W.P. Carey in Q4 2022 and has held it in 13 quarters since.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.