Coston McIsaac & Partners
WPC icon

Coston McIsaac & Partners’s W.P. Carey WPC Stock Holding History

Coston McIsaac & 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
Q3 		– Sell
-14
Closed -$1K – 930
2026
Q2 		$1K Hold
14
– – ﹤0.01% 823
2026
Q1 		$1K Hold
14
– – ﹤0.01% 810
2025
Q4 		$0 Hold
14
– – ﹤0.01% 923
2025
Q3 		$0 Hold
14
– – ﹤0.01% 868
2025
Q2 		$0 Buy
+14
New +$862 ﹤0.01% 845
2025
Q1 		– Sell
-14
Closed – – 849
2024
Q4 		$0 Hold
14
– – ﹤0.01% 846
2024
Q3 		$0 Hold
14
– – ﹤0.01% 829
2024
Q2 		$0 Hold
14
– – ﹤0.01% 813
2024
Q1 		$0 Hold
14
– – ﹤0.01% 792
2023
Q4 		$0 Hold
14
– – ﹤0.01% 788
2023
Q3 		$0 Buy
+14
New +$897 ﹤0.01% 808

Other funds holding WPC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Coston McIsaac & Partners's WPC Position: Q3 2026 in Review

Coston McIsaac & Partners sold out of W.P. Carey (WPC) in Q3 2026, closing a stake of 14 shares — an estimated $1K sold.

Coston McIsaac & Partners first reported a position in WPC in Q3 2023 and held it in 11 quarters. The position peaked at $1K in Q2 2026. 547 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Coston McIsaac & Partners reported no remaining W.P. Carey position as of Q3 2026 after selling out during the quarter.
  • Coston McIsaac & Partners sold 14 W.P. Carey shares in Q3 2026, an estimated $1K.
  • Coston McIsaac & Partners first reported a position in W.P. Carey in Q3 2023 and held it in 11 quarters.
  • Coston McIsaac & Partners's W.P. Carey position peaked at $1K in Q2 2026.
  • 547 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Coston McIsaac & Partners's 13F filing for Q3 2026, filed 6 Nov 2026.