Focus Partners Wealth
WPC icon

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

Focus Partners Wealth’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 		$15.7M Buy
218,886
+10,743
+5% +$787K 0.02% 579
2026
Q1 		$14.1M Sell
208,143
-11,792
-5% -$827K 0.02% 608
2025
Q4 		$14.2M Buy
219,935
+150,887
+219% +$10M 0.02% 585
2025
Q3 		$4.67M Sell
69,048
-228
-0.3% -$14.9K 0.01% 763
2025
Q2 		$4.32M Buy
69,276
+4,900
+8% +$302K 0.01% 717
2025
Q1 		$4.07M Sell
64,376
-19,862
-24% -$1.18M 0.01% 685
2024
Q4 		$4.59M Sell
84,238
-11,343
-12% -$646K 0.01% 631
2024
Q3 		$5.95M Buy
95,581
+90,528
+1,792% +$5.37M 0.02% 517
2024
Q2 		$278K Buy
5,053
+195
+4% +$11K ﹤0.01% 1089
2024
Q1 		$274K Buy
4,858
+123
+3% +$7.36K ﹤0.01% 863
2023
Q4 		$307K Buy
+4,735
New +$273K ﹤0.01% 666

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

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

Focus Partners Wealth increased its W.P. Carey (WPC) stake by 5.2% in Q2 2026, buying an estimated $787K and bringing the position to 218,886 shares worth $15.7M. The position accounts for 0.02% of the portfolio, ranked #579.

Focus Partners Wealth first reported a position in WPC in Q4 2023 and has held it in 11 quarters since. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Focus Partners Wealth held 218,886 shares of W.P. Carey worth $15.7M as of Q2 2026.
  • Focus Partners Wealth bought 10,743 W.P. Carey shares in Q2 2026, an estimated $787K.
  • W.P. Carey made up 0.02% of Focus Partners Wealth's portfolio in Q2 2026, its #579 holding.
  • Focus Partners Wealth first reported a position in W.P. Carey in Q4 2023 and has held it in 11 quarters since.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.