Golden State Equity Partners’s W.P. Carey WPC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$46K Sell
643
-3,885
-86% -$285K 0.12% 106
2026
Q1
$308K Buy
+4,528
New +$318K 0.02% 570
2024
Q4
Sell
-266
Closed -$16.6K 889
2024
Q3
$16.6K Buy
+266
New +$15.8K ﹤0.01% 659

Other funds holding WPC

Golden State Equity Partners's WPC Position: Q2 2026 in Review

Golden State Equity Partners reduced its W.P. Carey (WPC) stake by 86% in Q2 2026, selling an estimated $285K and leaving 643 shares worth $46K. The position accounts for 0.12% of the portfolio, ranked #106.

Golden State Equity Partners first reported a position in WPC in Q3 2024 and has held it in 3 quarters since. The position peaked at $308K in Q1 2026. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Golden State Equity Partners held 643 shares of W.P. Carey worth $46K as of Q2 2026.
  • Golden State Equity Partners sold 3,885 W.P. Carey shares in Q2 2026, an estimated $285K.
  • W.P. Carey made up 0.12% of Golden State Equity Partners's portfolio in Q2 2026, its #106 holding.
  • Golden State Equity Partners first reported a position in W.P. Carey in Q3 2024 and has held it in 3 quarters since.
  • Golden State Equity Partners's W.P. Carey position peaked at $308K in Q1 2026.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.