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Frank Rimerman Advisors’s W.P. Carey WPC Stock Holding History

Frank Rimerman Advisors’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 		$1.61M Buy
22,451
+65
+0.3% +$4.76K 0.09% 169
2026
Q1 		$1.52M Buy
22,386
+10
+0% +$701 0.1% 163
2025
Q4 		$1.44M Sell
22,376
-8
-0% -$533 0.09% 176
2025
Q3 		$1.51M Sell
22,384
-47
-0.2% -$3.08K 0.1% 154
2025
Q2 		$1.4M Buy
22,431
+3,122
+16% +$192K 0.09% 164
2025
Q1 		$1.22M Buy
19,309
+11,905
+161% +$705K 0.1% 175
2024
Q4 		$403K Buy
7,404
+137
+2% +$7.8K 0.03% 351
2024
Q3 		$453K Sell
7,267
-9,614
-57% -$570K 0.03% 347
2024
Q2 		$929K Buy
+16,881
New +$951K 0.07% 233

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

Frank Rimerman Advisors's WPC Position: Q2 2026 in Review

Frank Rimerman Advisors increased its W.P. Carey (WPC) stake by 0.29% in Q2 2026, buying an estimated $4.76K and bringing the position to 22,451 shares worth $1.61M. The position accounts for 0.09% of the portfolio, ranked #169.

Frank Rimerman Advisors first reported a position in WPC in Q2 2024 and has held it in 9 quarters since. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Frank Rimerman Advisors held 22,451 shares of W.P. Carey worth $1.61M as of Q2 2026.
  • Frank Rimerman Advisors bought 65 W.P. Carey shares in Q2 2026, an estimated $4.76K.
  • W.P. Carey made up 0.09% of Frank Rimerman Advisors's portfolio in Q2 2026, its #169 holding.
  • Frank Rimerman Advisors first reported a position in W.P. Carey in Q2 2024 and has held it in 9 quarters since.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.