Essential Partners’s W.P. Carey WPC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$52.2K Buy
730
+500
+217% +$36.6K 0.02% 602
2026
Q1
$15.6K Sell
230
-73
-24% -$5.12K 0.01% 1030
2025
Q4
$19.5K Sell
303
-496
-62% -$33K 0.01% 919
2025
Q3
$54K Buy
799
+714
+840% +$46.7K 0.02% 583
2025
Q2
$5.3K Buy
+85
New +$5.23K ﹤0.01% 1034

Other funds holding WPC

Essential Partners's WPC Position: Q2 2026 in Review

Essential Partners increased its W.P. Carey (WPC) stake by 217% in Q2 2026, buying an estimated $36.6K and bringing the position to 730 shares worth $52.2K. The position accounts for 0.02% of the portfolio, ranked #602.

Essential Partners first reported a position in WPC in Q2 2025 and has held it in 5 quarters since. The position peaked at $54K in Q3 2025. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Essential Partners held 730 shares of W.P. Carey worth $52.2K as of Q2 2026.
  • Essential Partners bought 500 W.P. Carey shares in Q2 2026, an estimated $36.6K.
  • W.P. Carey made up 0.02% of Essential Partners's portfolio in Q2 2026, its #602 holding.
  • Essential Partners first reported a position in W.P. Carey in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's W.P. Carey position peaked at $54K in Q3 2025.
  • 905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.