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Freedom Financial Partners’s W.P. Carey WPC Stock Holding History

Freedom Financial 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 		$3.23M Sell
45,121
-718
-2% -$52.6K 1.05% 22
2026
Q1 		$3.12M Buy
45,839
+1,551
+4% +$109K 1.11% 23
2025
Q4 		$2.85M Sell
44,288
-1,469
-3% -$97.8K 1.04% 23
2025
Q3 		$3.09M Buy
45,757
+130
+0.3% +$8.51K 1.18% 22
2025
Q2 		$2.85M Buy
45,627
+128
+0.3% +$7.88K 1.2% 21
2025
Q1 		$2.87M Sell
45,499
-2,530
-5% -$150K 1.34% 20
2024
Q4 		$2.62M Buy
+48,029
New +$2.74M 1.26% 19

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

Freedom Financial Partners's WPC Position: Q2 2026 in Review

Freedom Financial Partners reduced its W.P. Carey (WPC) stake by 1.6% in Q2 2026, selling an estimated $52.6K and leaving 45,121 shares worth $3.23M. The position accounts for 1.05% of the portfolio, ranked #22.

Freedom Financial Partners first reported a position in WPC in Q4 2024 and has held it in 7 quarters since. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Freedom Financial Partners held 45,121 shares of W.P. Carey worth $3.23M as of Q2 2026.
  • Freedom Financial Partners sold 718 W.P. Carey shares in Q2 2026, an estimated $52.6K.
  • W.P. Carey made up 1.05% of Freedom Financial Partners's portfolio in Q2 2026, its #22 holding.
  • Freedom Financial Partners first reported a position in W.P. Carey in Q4 2024 and has held it in 7 quarters since.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Freedom Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.