Empower Advisory Group
WPC icon

Empower Advisory Group’s W.P. Carey WPC Stock Holding History

Empower Advisory Group’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 		$219K Hold
3,066
– – ﹤0.01% 503
2026
Q1 		$208K Buy
+3,066
New +$215K ﹤0.01% 489
2025
Q4 		– Sell
-4,407
Closed -$298K – 554
2025
Q3 		$298K Sell
4,407
-312
-7% -$20.4K ﹤0.01% 432
2025
Q2 		$294K Sell
4,719
-1,108
-19% -$68.2K ﹤0.01% 411
2025
Q1 		$368K Buy
5,827
+1,423
+32% +$84.2K ﹤0.01% 369
2024
Q4 		$240K Sell
4,404
-1,553
-26% -$88.5K ﹤0.01% 448
2024
Q3 		$371K Sell
5,957
-564
-9% -$33.4K ﹤0.01% 365
2024
Q2 		$359K Sell
6,521
-601
-8% -$33.9K ﹤0.01% 357
2024
Q1 		$402K Buy
7,122
+449
+7% +$26.9K ﹤0.01% 344
2023
Q4 		$432K Sell
6,673
-881
-12% -$50.8K ﹤0.01% 316
2023
Q3 		$400K Sell
7,554
-947
-11% -$60.7K ﹤0.01% 325
2023
Q2 		$563K Buy
8,501
+1,016
+14% +$70.6K ﹤0.01% 291
2023
Q1 		$559K Buy
+7,485
New +$596K ﹤0.01% 294

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

Empower Advisory Group's WPC Position: Q2 2026 in Review

Empower Advisory Group held its W.P. Carey (WPC) position steady in Q2 2026 at 3,066 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Empower Advisory Group first reported a position in WPC in Q1 2023 and has held it in 13 quarters since. The position peaked at $563K in Q2 2023. 903 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Empower Advisory Group held 3,066 shares of W.P. Carey worth $219K as of Q2 2026.
  • Empower Advisory Group left its W.P. Carey share count unchanged in Q2 2026.
  • W.P. Carey made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #503 holding.
  • Empower Advisory Group first reported a position in W.P. Carey in Q1 2023 and has held it in 13 quarters since.
  • Empower Advisory Group's W.P. Carey position peaked at $563K in Q2 2023.
  • 903 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.