Golden State Equity Partners
WPC icon

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

Golden State Equity 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
Q3 		$305K Buy
4,715
+4,072
+633% +$289K 0.02% 663
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

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Nuveen
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Golden State Equity Partners's WPC Position: Q3 2026 in Review

Golden State Equity Partners increased its W.P. Carey (WPC) stake by 633% in Q3 2026, buying an estimated $289K and bringing the position to 4,715 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #663.

Golden State Equity Partners first reported a position in WPC in Q3 2024 and has held it in 4 quarters since. The position peaked at $308K in Q1 2026. 719 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Golden State Equity Partners held 4,715 shares of W.P. Carey worth $305K as of Q3 2026.
  • Golden State Equity Partners bought 4,072 W.P. Carey shares in Q3 2026, an estimated $289K.
  • W.P. Carey made up 0.02% of Golden State Equity Partners's portfolio in Q3 2026, its #663 holding.
  • Golden State Equity Partners first reported a position in W.P. Carey in Q3 2024 and has held it in 4 quarters since.
  • Golden State Equity Partners's W.P. Carey position peaked at $308K in Q1 2026.
  • 719 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Golden State Equity Partners's 13F filing for Q3 2026, filed 3 Nov 2026.