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

Family 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	$778K	Buy	10,884 +575	+6%	+$42.1K	0.24%	51
2026 Q1	$701K	Buy	10,309 +1,770	+21%	+$124K	0.24%	50
2025 Q4	$550K	Sell	8,539 -208	-2%	-$13.9K	0.2%	50
2025 Q3	$591K	Buy	8,747 +2,819	+48%	+$185K	0.22%	48
2025 Q2	$370K	Buy	5,928 +2,706	+84%	+$167K	0.15%	47
2025 Q1	$203K	Buy	+3,222	New	+$191K	0.09%	48

Other funds holding WPC

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

CIC

Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return

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

Family Wealth Partners increased its W.P. Carey (WPC) stake by 5.6% in Q2 2026, buying an estimated $42.1K and bringing the position to 10,884 shares worth $778K. The position accounts for 0.24% of the portfolio, ranked #51.

Family Wealth Partners first reported a position in WPC in Q1 2025 and has held it in 6 quarters since. 348 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Family Wealth Partners held 10,884 shares of W.P. Carey worth $778K as of Q2 2026.
Family Wealth Partners bought 575 W.P. Carey shares in Q2 2026, an estimated $42.1K.
W.P. Carey made up 0.24% of Family Wealth Partners's portfolio in Q2 2026, its #51 holding.
Family Wealth Partners first reported a position in W.P. Carey in Q1 2025 and has held it in 6 quarters since.
348 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.