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Family Legacy Inc’s W.P. Carey WPC Stock Holding History

Family Legacy Inc’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 		$369K Buy
5,157
+98
+2% +$7.18K 0.1% 107
2026
Q1 		$344K Sell
5,059
-4
-0.1% -$281 0.1% 110
2025
Q4 		$326K Buy
5,063
+31
+0.6% +$2.06K 0.1% 108
2025
Q3 		$340K Buy
5,032
+24
+0.5% +$1.57K 0.1% 106
2025
Q2 		$312K Buy
5,008
+78
+2% +$4.8K 0.1% 111
2025
Q1 		$311K Sell
4,930
-29
-0.6% -$1.72K 0.11% 110
2024
Q4 		$272K Sell
4,959
-1,491
-23% -$84.9K 0.09% 115
2024
Q3 		$402K Sell
6,450
-499
-7% -$29.6K 0.13% 106
2024
Q2 		$383K Sell
6,949
-189
-3% -$10.7K 0.14% 107
2024
Q1 		$403K Sell
7,138
-2,038
-22% -$122K 0.14% 103
2023
Q4 		$595K Buy
9,176
+58
+0.6% +$3.34K 0.23% 90
2023
Q3 		$483K Buy
9,118
+439
+5% +$28.1K 0.2% 94
2023
Q2 		$574K Buy
8,679
+165
+2% +$11.5K 0.23% 92
2023
Q1 		$646K Buy
8,514
+443
+5% +$35.3K 0.28% 87
2022
Q4 		$669K Buy
8,071
+1,566
+24% +$118K 0.29% 86
2022
Q3 		$445K Buy
6,505
+4,012
+161% +$328K 0.22% 93
2022
Q2 		$201K Buy
+2,493
New +$201K 0.1% 109

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

Family Legacy Inc's WPC Position: Q2 2026 in Review

Family Legacy Inc increased its W.P. Carey (WPC) stake by 1.9% in Q2 2026, buying an estimated $7.18K and bringing the position to 5,157 shares worth $369K. The position accounts for 0.1% of the portfolio, ranked #107.

Family Legacy Inc first reported a position in WPC in Q2 2022 and has held it in 17 quarters since. The position peaked at $669K in Q4 2022. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Family Legacy Inc held 5,157 shares of W.P. Carey worth $369K as of Q2 2026.
  • Family Legacy Inc bought 98 W.P. Carey shares in Q2 2026, an estimated $7.18K.
  • W.P. Carey made up 0.1% of Family Legacy Inc's portfolio in Q2 2026, its #107 holding.
  • Family Legacy Inc first reported a position in W.P. Carey in Q2 2022 and has held it in 17 quarters since.
  • Family Legacy Inc's W.P. Carey position peaked at $669K in Q4 2022.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Family Legacy Inc's 13F filing for Q2 2026, filed 6 Aug 2026.