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GeoWealth Management’s W.P. Carey WPC Stock Holding History

GeoWealth Management’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 		$569K Buy
7,952
+1,441
+22% +$106K 0.02% 473
2026
Q1 		$443K Sell
6,511
-436
-6% -$30.6K 0.02% 493
2025
Q4 		$447K Sell
6,947
-396
-5% -$26.4K 0.02% 470
2025
Q3 		$496K Buy
7,343
+2,954
+67% +$193K 0.02% 453
2025
Q2 		$274K Buy
4,389
+436
+11% +$26.8K 0.01% 564
2025
Q1 		$249K Buy
3,953
+189
+5% +$11.2K 0.01% 595
2024
Q4 		$205K Sell
3,764
-198
-5% -$11.3K 0.01% 759
2024
Q3 		$247K Sell
3,962
-1,441
-27% -$85.4K 0.01% 654
2024
Q2 		$297K Sell
5,403
-2,703
-33% -$152K 0.01% 578
2024
Q1 		$458K Buy
8,106
+3,587
+79% +$215K 0.02% 461
2023
Q4 		$293K Buy
+4,519
New +$260K 0.02% 418

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

GeoWealth Management's WPC Position: Q2 2026 in Review

GeoWealth Management increased its W.P. Carey (WPC) stake by 22% in Q2 2026, buying an estimated $106K and bringing the position to 7,952 shares worth $569K. The position accounts for 0.02% of the portfolio, ranked #473.

GeoWealth Management first reported a position in WPC in Q4 2023 and has held it in 11 quarters since. 903 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • GeoWealth Management held 7,952 shares of W.P. Carey worth $569K as of Q2 2026.
  • GeoWealth Management bought 1,441 W.P. Carey shares in Q2 2026, an estimated $106K.
  • W.P. Carey made up 0.02% of GeoWealth Management's portfolio in Q2 2026, its #473 holding.
  • GeoWealth Management first reported a position in W.P. Carey in Q4 2023 and has held it in 11 quarters since.
  • 903 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.