Frazier Financial Advisors’s W.P. Carey WPC Stock Holding History

Frazier Financial 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	$42.4K	Hold	593	–	–	0.02%	204
2026 Q1	$40.3K	Buy	+593	New	+$41.6K	0.02%	212

Other funds holding WPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Frazier Financial Advisors's WPC Position: Q2 2026 in Review

Frazier Financial Advisors held its W.P. Carey (WPC) position steady in Q2 2026 at 593 shares worth $42.4K. The position accounts for 0.02% of the portfolio, ranked #204.

Frazier Financial Advisors first reported a position in WPC in Q1 2026 and has held it in 2 quarters since. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Frazier Financial Advisors held 593 shares of W.P. Carey worth $42.4K as of Q2 2026.
Frazier Financial Advisors left its W.P. Carey share count unchanged in Q2 2026.
W.P. Carey made up 0.02% of Frazier Financial Advisors's portfolio in Q2 2026, its #204 holding.
Frazier Financial Advisors first reported a position in W.P. Carey in Q1 2026 and has held it in 2 quarters since.
902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.