DWP
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Daymark Wealth Partners’s W.P. Carey WPC Stock Holding History

Daymark 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 		$316K Sell
4,421
-343
-7% -$25.1K 0.01% 613
2026
Q1 		$324K Buy
4,764
+2
+0% +$140 0.01% 551
2025
Q4 		$306K Hold
4,762
– – 0.01% 489
2025
Q3 		$322K Buy
4,762
+559
+13% +$36.6K 0.01% 464
2025
Q2 		$262K Sell
4,203
-353
-8% -$21.7K 0.01% 472
2025
Q1 		$288K Buy
4,556
+377
+9% +$22.3K 0.01% 421
2024
Q4 		$228K Sell
4,179
-11
-0.3% -$627 0.01% 460
2024
Q3 		$261K Buy
4,190
+3
+0.1% +$178 0.01% 459
2024
Q2 		$230K Buy
4,187
+20
+0.5% +$1.13K 0.01% 459
2024
Q1 		$235K Sell
4,167
-1,260
-23% -$75.4K 0.01% 388
2023
Q4 		$352K Sell
5,427
-1,492
-22% -$86K 0.02% 295
2023
Q3 		$367K Hold
6,919
– – 0.03% 272
2023
Q2 		$458K Sell
6,919
-1,021
-13% -$71K 0.03% 247
2023
Q1 		$602K Hold
7,940
– – 0.08% 173
2022
Q4 		$608K Buy
+7,940
New +$596K 0.11% 129

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

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

Daymark Wealth Partners reduced its W.P. Carey (WPC) stake by 7.2% in Q2 2026, selling an estimated $25.1K and leaving 4,421 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #613.

Daymark Wealth Partners first reported a position in WPC in Q4 2022 and has held it in 15 quarters since. The position peaked at $608K in Q4 2022. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Daymark Wealth Partners held 4,421 shares of W.P. Carey worth $316K as of Q2 2026.
  • Daymark Wealth Partners sold 343 W.P. Carey shares in Q2 2026, an estimated $25.1K.
  • W.P. Carey made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #613 holding.
  • Daymark Wealth Partners first reported a position in W.P. Carey in Q4 2022 and has held it in 15 quarters since.
  • Daymark Wealth Partners's W.P. Carey position peaked at $608K in Q4 2022.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.