Gill Capital Partners’s W.P. Carey WPC Stock Holding History

Gill Capital 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	$26.5K	Buy	371 +5	+1%	+$366	0.01%	338
2026 Q1	$24.9K	Buy	+366	New	+$25.7K	0.01%	334

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

Gill Capital Partners's WPC Position: Q2 2026 in Review

Gill Capital Partners increased its W.P. Carey (WPC) stake by 1.4% in Q2 2026, buying an estimated $366 and bringing the position to 371 shares worth $26.5K. The position accounts for 0.01% of the portfolio, ranked #338.

Gill Capital Partners first reported a position in WPC in Q1 2026 and has held it in 2 quarters since. 897 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Gill Capital Partners held 371 shares of W.P. Carey worth $26.5K as of Q2 2026.
Gill Capital Partners bought 5 W.P. Carey shares in Q2 2026, an estimated $366.
W.P. Carey made up 0.01% of Gill Capital Partners's portfolio in Q2 2026, its #338 holding.
Gill Capital Partners first reported a position in W.P. Carey in Q1 2026 and has held it in 2 quarters since.
897 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Gill Capital Partners's 13F filing for Q2 2026, filed 20 Aug 2026.