Grant Private Wealth Management
WPC icon

Grant Private Wealth Management’s W.P. Carey WPC Stock Holding History

Grant Private Wealth 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
Q3 		– Sell
-6,078
Closed -$435K – 188
2026
Q2 		$435K Buy
6,078
+1,881
+45% +$138K 0.18% 103
2026
Q1 		$285K Buy
+4,197
New +$294K 0.15% 121

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Grant Private Wealth Management's WPC Position: Q3 2026 in Review

Grant Private Wealth Management sold out of W.P. Carey (WPC) in Q3 2026, closing a stake of 6,078 shares — an estimated $435K sold.

Grant Private Wealth Management first reported a position in WPC in Q1 2026 and held it in 2 quarters. The position peaked at $435K in Q2 2026. 215 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Grant Private Wealth Management reported no remaining W.P. Carey position as of Q3 2026 after selling out during the quarter.
  • Grant Private Wealth Management sold 6,078 W.P. Carey shares in Q3 2026, an estimated $435K.
  • Grant Private Wealth Management first reported a position in W.P. Carey in Q1 2026 and held it in 2 quarters.
  • Grant Private Wealth Management's W.P. Carey position peaked at $435K in Q2 2026.
  • 215 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Grant Private Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.