GPWM
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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
Q2 		$435K Buy
6,078
+1,881
+45% +$138K 0.18% 103
2026
Q1 		$285K Buy
+4,197
New +$294K 0.15% 121

Other funds holding WPC

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Grant Private Wealth Management's WPC Position: Q2 2026 in Review

Grant Private Wealth Management increased its W.P. Carey (WPC) stake by 45% in Q2 2026, buying an estimated $138K and bringing the position to 6,078 shares worth $435K. The position accounts for 0.18% of the portfolio, ranked #103.

Grant Private Wealth Management first reported a position in WPC in Q1 2026 and has held it in 2 quarters since. 114 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Grant Private Wealth Management held 6,078 shares of W.P. Carey worth $435K as of Q2 2026.
  • Grant Private Wealth Management bought 1,881 W.P. Carey shares in Q2 2026, an estimated $138K.
  • W.P. Carey made up 0.18% of Grant Private Wealth Management's portfolio in Q2 2026, its #103 holding.
  • Grant Private Wealth Management first reported a position in W.P. Carey in Q1 2026 and has held it in 2 quarters since.
  • 114 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.